How big is Acord, Inc.'s plan?

Acord, Inc.'s plan reported $4.3M in assets and 74 participants for 2024.

Original filing (PDF)20251007095106NAL0011174658001

Acord, Inc.

Name: Acord, Inc. — Acord, Inc. 403(b) Retirement Plan, Form 5500 (2024)
Creator: Acord, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Acord, Inc. 403(b) Retirement Plan

403(b) retirement plan · Acord, Inc.'s Acord, Inc. 403(b) Retirement Plan held $4.3M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Francine Pangaro signed Acord, Inc.'s 2024 Form 5500 as plan administrator.

Francine Pangaro — 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

Acord, Inc.'s EIN is 06-1157007.

EIN 06-1157007

Plan number 001

Plan year 2024

ACK ID 20251007095106NAL0011174658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Acord, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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