Plan Snapshot
- Plan Sponsor: Concerto Health Ai Solutions, Ll
- Sponsor EIN: 844112846
- Sponsor Address: 610 W GERMANTOWN PK, PLYMOUTH MEETING, PA, 19462
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $63.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 403 | $63.2M | $2.7M | $5.8M |
| 2023 | 503 | $53.3M | $2.5M | $5.3M |
| 2022 | 370 | $26.4M | $2.1M | $4.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FML | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $170,679 | $100,310 | — | — | — |
| 2023 | $171,763 | $88,935 | — | — | — |
| 2022 | $120,644 | — | — | — | — |