Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRIMARY CONCIERGE VERO LLC
EIN 92-1583907Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$269K assets
Welfare
0
Participants
8
3755 7TH TERRACE, STE 302A - VERO BEACH, FL 32960772-588-5060
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $269K assets / 8 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
PRIMARY CONCIERGE VERO LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$155K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PRIMARY CONCIERGE VERO LLC 401(K) PLAN
401k
Assets$114K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRIMARY CONCIERGE VERO LLC DEFINED BENEFIT PLAN | TraditionalDB | $155K | 4 | 2025 | |
| 001 | PRIMARY CONCIERGE VERO LLC 401(K) PLAN | 401k | $114K | 4 | 2025 |
Retirement plans