Sponsor portfolio
THE CAPITAL CONCIERGE, LLC
EIN 87-2204713financial servicesLatest filing 2024
Plans
1
Retirement
1
$42K assets
Welfare
0
Participants
7
3200 MESA WAY, SUITE A - LAWRENCE, KS 66049785-251-0999thecapitalconcierge.netLinkedIn1-10 employeesfinancial services
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 | THE CAPITAL CONCIERGE 401(K) PLAN | 401k | $42K | 7 | 2024 |
Retirement plans