Original filing (PDF)20250421220107NAL0006256272042

COMPLETE CONCIERGE CARE LLC

Name: COMPLETE CONCIERGE CARE LLC — COMPLETE CONCIERGE CARE LLC 401(K) PLAN, Form 5500 (2024)
Creator: COMPLETE CONCIERGE CARE LLC

Form 5500-SF

FILING_RECEIVED

COMPLETE CONCIERGE CARE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

COMPLETE CONCIERGE CARE LLC

EIN

88-2285868all filings

Address

265 MERMAIDS BIGHT · NAPLES, FL · 34103

Phone

(202) 244-9300

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SERGIO E. ROJTER, MD, APC

SERGIO E ROJTER, MD, APC 401(K) PLAN

$215K · 11 participants

MALCOLM CONSULTING

MALCOLM CONSULTING 401(K) PROFIT SHARING PLAN

$215K · 1 participants

FIDUCIARY WISE, LLC FBO ABQ ORTHOPEDICS

401(K) MANEUVER MEP FIDUCIARY WISE, LLC

$216K · 14 participants

HASBROUCK HEIGHTS SURGERY CENT

HASBROUCK HEIGHTS SURGERY CENT 401(K) PROFIT SHARING PLAN & TRUST

$216K · 15 participants

MICHIGAN NEUROSURGICAL INSTITUTE

MICHIGAN NEUROSURGICAL INSTITUTE P.C. 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.