Sponsor portfolio
ACHIEVE CONCIERGE
EIN 82-5444443mental health careLatest filing 2025
Plans
1
Retirement
1
$275K assets
Welfare
0
Participants
10
9404 GENESEE AVE, SUITE 340 - LA JOLLA, CA 92037858-298-2453achieveconcierge.comLinkedIn11-50 employeesmental health care
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 | ACHIEVE CONCIERGE 401K | 401k | $275K | 10 | 2025 |
Retirement plans