# Concerto Renal Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/concerto-renal-services-llc-401k-plan

> Concerto Renal Services, LLC's 401(k) plan: 646 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concerto Renal Services, LLC

- **Sponsor EIN:** 471861033

- **Sponsor Address:** 4600 WEST TOUHY AVENUE, LINCOLNWOOD, IL, 60712

- **Plan Type:** 401(k)

- **Total Participants:** 646

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|646|$11.5M|$617,650|$1.8M|

| 2023|711|$8.9M|$528,714|$1.4M|

| 2022|490|$5.8M|$377,116|$1.3M|

## 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|

| CASSELL PLAN AUDITS, P.C.|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|$137,346|—|$137,346|—|—|

| 2023|$105,606|—|$105,606|—|—|

| 2022|$76,779|—|$76,779|—|—|

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