How big is Accardi Financial Group, Inc.'s plan?

Accardi Financial Group, Inc.'s plan reported $313K in assets and 6 participants for 2024.

Original filing (PDF)20250730152716NAL0002042099001

Accardi Financial Group, Inc.

Name: Accardi Financial Group, Inc. — Accardi Financial, Form 5500 (2024)
Creator: Accardi Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accardi Financial Group 401(k) Plan

401(k) retirement plan · Accardi Financial Group, Inc.'s Accardi Financial Group 401(k) Plan held $313K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

Plan identifiers

Accardi Financial Group, Inc.'s EIN is 04-3557538.

EIN 04-3557538

Plan number 001

Plan year 2024

ACK ID 20250730152716NAL0002042099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accardi Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Accardi Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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