Sponsor portfolio
CONCIERGE BENEFIT SERVICES, L.LC.
EIN 38-3938875Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
36
300 S. E. FRANK PHILLIPS BLVD., #20 - BARTLESVILLE, OK 74003918-876-4715
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCIERGE 401(K) PLAN | 401k | $1.4M | 36 | 2024 |
Retirement plans