Original filing (PDF)20250930154118NAL0015134784001

CONCIERGEMD, LLC

Name: CONCIERGEMD, LLC — CONCIERGEMD, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CONCIERGEMD, LLC

Form 5500-SF

FILING_RECEIVED

CONCIERGEMD, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

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 CONCIERGEMD, LLC.

Plan sponsor

Name

CONCIERGEMD, LLC

EIN

92-2307562

Address

5051 FOREST DR · NEW ALBANY, OH · 43054

Phone

(614) 800-0034

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

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

HEAL OF SOUTH FLORIDA, INC.

HEAL OF SOUTH FLORIDA 401K PLAN

$1K · 3 participants

LEE MEDICAL OFFICES, P.L.L.C.

LMO 401(K) PLAN

$1K · 1 participants

MEDICAL PAIN MANAGEMENT, P.C.

MEDICAL PAIN MANAGEMENT, P.C. 401(K) PLAN

$1K · 5 participants

DANIELLE M PHILLIPS MD PC

DANIELLE M PHILLIPS MD 401K

$1K · 2 participants

BENDER ORTHOPAEDICS & SPINE SP

BENDER ORTHOPAEDICS & SPINE SP 401(K) PROFIT SHARING PLAN & TRUST

$1K · 4 participants