Concerto Health Ai Solutions, LL 401(k) match, vesting and fees
What Concerto Health Ai Solutions, LL's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Rockefeller Financial LLC | Schedule C ↗ |
| Independent auditor | Fml (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Concerto Health Ai Solutions, LL: employer contribution per participant | $3,586 | |
| Peer median | $2,682 |
| Concerto Health Ai Solutions, LL: average balance | $109,726 | |
| Peer median | $99,496 |
| Concerto Health Ai Solutions, LL: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $26.4M at the end of plan year 2022 to $74.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 696 | $74.8M | $2.4M | $3,586 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 734 | $63.2M | $2.7M | $3,777 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 816 | $53.3M | $2.5M | $3,339 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 614 | $26.4M | $2.1M | $3,445 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Concerto Health Ai Solutions, LL match 401(k) contributions?
The match terms for the Concerto Health Ai Solutions 401 (K) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.4M in employer contributions, about $3,586 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concerto Health Ai Solutions, LL 401(k) match vested?
The vesting schedule for the Concerto Health Ai Solutions 401 (K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concerto Health Ai Solutions, LL 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Rockefeller Financial LLC. The plan administrator is Concerto Health Ai Solutions, Ll.
I left Concerto Health Ai Solutions, LL. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concerto Health Ai Solutions, Ll, (650) 653-4249) or the recordkeeper, Rockefeller Financial LLC. The Concerto Health Ai Solutions, LL old 401(k) page lists the contacts from every plan filing. Find an old Concerto Health Ai Solutions, LL 401(k)
Data from the public Form 5500 annual reports Concerto Health Ai Solutions, LL filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Concerto Health Ai Solutions, LL. Not financial advice. Report a correction · Methodology