Concierge Retirement Services — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Concierge Retirement Services is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $50,500 and reported indirect compensation totals $20,184.

Reported compensation summary

Reported direct compensation
$50,500
Reported indirect compensation
$20,184
Total reported compensation
$70,684
Filings
4
Plan sponsors
4
Plans
4
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Concierge Retirement Services
SponsorStatePlansReported compensation
Mueser Rutledge Consulting Engineers PllcNY1$23,073
The Echo Design Group, Inc.NJ1$21,471
United Hebrew Geriatric CenterNY1$20,676
Horton Lees Brogden Lighting Design Inc.NY1$5,464

State footprint

Plans reporting Concierge Retirement Services are sponsored in NY (3), NJ (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Mueser Rutledge Consulting Engineers PllcMueser Rutledge Consulting Engineers Pllc 401(K) Retirement Savings Plan2023$23,073not reported in the loaded dataset
The Echo Design Group, Inc.The Echo Design Group, Inc. 401(K) Plan2023$7,286$14,185
United Hebrew Geriatric CenterUnited Hebrew Geriatric Center Employees Retirement Plan2023$19,216$1,460
Horton Lees Brogden Lighting Design Inc.Horton Lees Brogden Lighting Design Inc. 401k Savings Plan2023$925$4,539

Related Form 5500 pages