Plan Ledger DOL Form 5500 · updated monthly

Concierge Retirement Services, Inc.benefits

Concierge Retirement Services, Inc. Retirement Plan · RYE BROOK, NY · plan year 2024

Broker compensation reported · 2024
None reported

Concierge Retirement Services, Inc.'s benefits plans covered 10 active participants in 2024, providing life.

Insurance contracts · 20241
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1 covered

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132945975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.