Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE COSMETIC CONCIERGE PLLC
EIN 88-1576005Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
9
325-B ARLINGTON AVENUE - CHARLOTTE, NC 28207980-938-0459cosmeticconciergemd.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE COSMETIC CONCIERGE PLLC CASH BALANCE PLAN
CashBalance
Assets$769K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE COSMETIC CONCIERGE PLLC 401(K) PLAN
401k
Assets$551K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE COSMETIC CONCIERGE PLLC CASH BALANCE PLAN | CashBalance | $769K | 3 | 2025 | |
| 001 | THE COSMETIC CONCIERGE PLLC 401(K) PLAN | 401k | $551K | 6 | 2025 |
Retirement plans