How big is Accion Group, LLC's plan?

Accion Group, LLC's plan reported $5.1M in assets and 9 participants for 2025.

Original filing (PDF)20260505120958NAL0001032865001

Accion Group, LLC

Name: Accion Group, LLC — Accion Group, LLC 401(k) Plan, Form 5500 (2025)
Creator: Accion Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accion Group, LLC 401(k) Plan

401(k) retirement plan · Accion Group, LLC's Accion Group, LLC 401(k) Plan held $5.1M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Harold JUDD signed Accion Group, LLC's 2025 Form 5500 as plan administrator.

Harold JUDD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Accion Group, LLC's EIN is 01-0566368.

EIN 01-0566368

Plan number 002

Plan year 2025

ACK ID 20260505120958NAL0001032865001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Accion Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Accion Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACCION GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score