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CONCIERGE TAX SERVICES, LLC

EIN 83-0444771-financial services-Latest filing 2025
Plans
1
Retirement
1
$609K assets
Welfare
0
Participants
6
PO BOX 2625 - SHELTON, CT 064848625203-767-7197conciergetax.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$609K - 6 part

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Retirement#001

CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN

401k

Assets$609K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN401k$609K62025
Retirement plans
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