How big is The Capital Concierge, LLC's plan?

The Capital Concierge, LLC's plan reported $42K in assets and 7 participants for 2024.

Original filing (PDF)20251014144221NAL0004274256001

The Capital Concierge, LLC

Name: The Capital Concierge, LLC — The Capital Concierge, Form 5500 (2024)
Creator: The Capital Concierge, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Capital Concierge 401(k) Plan

401(k) retirement plan · The Capital Concierge, LLC's The Capital Concierge 401(k) Plan held $42K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

The Capital Concierge, LLC's EIN is 87-2204713.

EIN 87-2204713

Plan number 001

Plan year 2024

ACK ID 20251014144221NAL0004274256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Capital Concierge, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Capital Concierge, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CAPITAL CONCIERGE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score