Plan Snapshot
- Plan Sponsor: Concierge Retirement Services, INC.
- Sponsor EIN: 132945975
- Sponsor Address: 7 RYE RIDGE PLAZA, RYE BROOK, NY, 10573
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $3.9M | $124,648 | $190,176 |
| 2023 | 11 | $3.6M | $100,740 | $171,217 |
| 2022 | 9 | $2.9M | $95,449 | $105,867 |