Concierge Private Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,767

Total plan assets

$124.7M

Filings (rows)

Direct comp

$164K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Alliance Medical Group , LLC Primary Health Medical Group 401(k) Plan · all filings	GARDEN CITY, ID	Other service providers	588	$49.2M	$48K	$0
Alliance Medical Group , LLC Primary Health Medical Group 401(k) Plan · all filings	GARDEN CITY, ID	Other service providers	578	$41.8M	$50K	$0
Alliance Medical Group , LLC Primary Health Medical Group 401(k) Plan · all filings	GARDEN CITY, ID	Other service providers	601	$33.8M	$65K	$0