# CONCIERGE RETIREMENT SERVICES, INC. RETIREMENT PLAN

Health and welfare plan sponsored by **CONCIERGE RETIREMENT SERVICES, INC.**. Form 5500-SF filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CONCIERGE RETIREMENT SERVICES, INC. |
| EIN | 132945975 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | RYE BROOK, NY |
| Industry | financial services |
| Funding | self funded |
| Total premiums | $0 |
| Participants | 17 |
| Persons covered | 0 |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/132945975-002
- Cite as: PlanOptica, https://planoptica.com/welfare/132945975-002
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