Concierge Retirement Services
Rye Brook, NY
Concierge Retirement Services of Rye Brook, NY is the broker of record on 12 Form 5500 Schedule A filings covering 8 employer benefit plans across 2 states, with $13,113 in reported broker commissions (plan year 2025).
Quick answer
Concierge Retirement Services (Rye Brook, NY) is the broker of record for 8 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Concierge Retirement Services have?
- Concierge Retirement Services is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 2 states.
- Who are Concierge Retirement Services's largest employer clients?
- By plan participants, the largest include L&M Development Partners LLC (547 participants), United Hebrew Geriatric Center (420 participants) and Tarte, Inc. (303 participants).
- How much does Concierge Retirement Services earn in commissions?
- Insurers reported $13,113 in broker commissions and $118,462 in fees paid to Concierge Retirement Services for plan year 2025, per Schedule A Part 1.
- Where is Concierge Retirement Services located?
- Concierge Retirement Services is based in Rye Brook, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Concierge Retirement Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| L&M Development Partners LLC | NY | 547 | 2025-12-31 |
| United Hebrew Geriatric Center | NY | 420 | 2025-12-31 |
| Tarte, Inc. | NY | 303 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.