CONCIERGE RETIREMENT SERVICES
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
20
Active participants
4,883
Total plan assets
$558.9M
Filings (rows)
21
Direct comp
$118K
Indirect comp
$195K
SERVICES PROVIDED
TPA / Administrator15
Other5
Top plans served
Showing top 21 of 20 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP 401(K) RETIREMENT PLAN | VALHALLA, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 854 | $98.4M | $0 |
| BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP 401(K) RETIREMENT PLAN | VALHALLA, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 802 | $83.1M | $0 |
| BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP 401(K) RETIREMENT PLAN | VALHALLA, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 743 | $67.2M | — |
| MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | TPA / Administrator TPA | 148 | $45.8M | $2K |
| MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK, NY | TPA / Administrator TPA | 137 | $43.7M | $23K |
| NORTH SHORE HEBREW ACADEMY NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GREAT NECK, NY | Other | 239 | $34.4M | $6K |
| THE ECHO DESIGN GROUP, INC. THE ECHO DESIGN GROUP, INC. 401(K) PLAN | MOONACHIE, NJ | TPA / Administrator CONTRACT ADMINISTRATOR | 85 | $32.9M | $7K |
| PAN AM EQUITIES, INC. PAN AM EQUITIES, INC. 401(K) PLAN | NEW YORK, NY | TPA / Administrator TPA | 132 | $22.8M | — |
| TARTE, INC. TARTE, INC. 401(K) RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 298 | $22.5M | $0 |
| PAN AM EQUITIES, INC. PAN AM EQUITIES, INC. 401(K) PLAN | NEW YORK, NY | TPA / Administrator TPA | 120 | $21.0M | $0 |
| PAN AM EQUITIES, INC. PAN AM EQUITIES, INC. 401(K) PLAN | NEW YORK, NY | TPA / Administrator TPA | 117 | $19.0M | $0 |
| GARDINER & THEOBALD INC. GARDINER & THEOBALD INC. 401(K) PROFIT SHARING PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 250 | $18.7M | $0 |
| HORTON LEES BROGDEN LIGHTING DESIGN INC. HORTON LEES BROGDEN LIGHTING DESIGN INC. 401K SAVINGS PLAN | NEW YORK, NY | Other CONTRACT ADMI NISTRATOR | 119 | $13.5M | $1K |
| HORTON LEES BROGDEN LIGHTING DESIGN INC. HORTON LEES BROGDEN LIGHTING DESIGN INC. 401K SAVINGS PLAN | NEW YORK, NY | Other CONTRACT ADMI NISTRATOR | 109 | $11.2M | $925 |
| EARTHBOUND LLC EARTHBOUND LLC 401 K PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 112 | $6.0M | $13K |
| EARTHBOUND LLC EARTHBOUND LLC 401 K PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 112 | $6.0M | $13K |
| EARTHBOUND LLC EARTHBOUND LLC 401 K PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 127 | $5.0M | $10K |
| EARTHBOUND LLC EARTHBOUND LLC 401 K PROFIT SHARING PLAN AND TRUST | NEW YORK, NY | TPA / Administrator CONTRACT ADMIN | 141 | $4.1M | $4K |
| UNITED HEBREW GERIATRIC CENTER UNITED HEBREW GERIATRIC CENTER EMPLOYEES RETIREMENT PLAN | NEW ROCHELLE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 145 | $3.7M | $16K |
| UNITED HEBREW GERIATRIC CENTER UNITED HEBREW GERIATRIC CENTER EMPLOYEES RETIREMENT PLAN | NEW ROCHELLE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 123 | $3.4M | $19K |
| RUDYS LIMOUSINE SERVICE, INC. RUDY'S LIMOUSINE SERVICE, INC. 401(K) PROFIT SHARING PLAN | STAMFORD, CT | Other CONTRACT ADMN | 82 | $2.6M | $2K |