How big is Accordion Partners, LLC's plan?

Accordion Partners, LLC's plan reported $48.5M in assets and 509 participants for 2024.

Original filing (PDF)20250905144808NAL0017241985001

Accordion Partners, LLC

Name: Accordion Partners, LLC — Accordion Partners 401(k), Form 5500 (2024)
Creator: Accordion Partners, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Accordion Partners 401(k) Plan

401(k) retirement plan · Accordion Partners, LLC's Accordion Partners 401(k) Plan held $48.5M in plan assets for 509 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

509

Accounts w/ balance

582

Plan assets (EOY)

$48.5M

Net assets (EOY)

$48.5M

People on this filing

GUI WU signed Accordion Partners, LLC's 2024 Form 5500 as plan administrator.

GUI WU — 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

Accordion Partners, LLC's EIN is 26-4029427.

EIN 26-4029427

Plan number 001

Plan year 2024

ACK ID 20250905144808NAL0017241985001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ACCORDION PARTNERS, LLC

EIN

all filings

Address

1 VANDERBILT AVE · SUITE 2401 · NEW YORK, NY · 10017

Phone

(646) 485-8000

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$63K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$16K	—

Investments

37 direct securities· $40.3M(83% of reported assets)

Mutual Funds

$27.3M

18 holdings

Common Collective Trusts

$10.8M

9 holdings

Other securities

$1.6M

8 holdings

U.S. Treasuries

$524K

1 holding

Common Stocks

$126K

1 holding

					% of plan
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$5.4M	11.2%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$4.1M	8.5%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$4.0M	8.2%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$3.8M	7.9%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.7M	7.7%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.9M	5.9%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$2.1M	4.3%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	4.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.6M	3.2%
Money market fund * Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$1.1M	2.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$986K	2.0%
Dodge & Cox Stock Fund - Class I Mutual Fund	Mutual Funds	—	—	$745K	1.5%
Calvert US Large-Cap Core Responsible Index Fund Mutual Fund	Common Collective Trusts	—	—	$682K	1.4%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$648K	1.3%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$644K	1.3%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$627K	1.3%
Calvert Bond Fund Class I Mutual Fund	U.S. Treasuries	—	—	$524K	1.1%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$523K	1.1%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$511K	1.1%
DFA U.S. Small Cap Growth Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$489K	1.0%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$467K	1.0%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$462K	1.0%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$351K	0.7%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$264K	0.5%
Carillon Eagle Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$259K	0.5%
JPMorgan International Equity Fund Class R6 Mutual Fund	Other securities	—	—	$197K	0.4%
BlackRock High Yield Bond Portfolio Mutual Fund	Other securities	—	—	$195K	0.4%
American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$192K	0.4%
American Century Small Cap Value Fund Mutual Fund	Other securities	—	—	$171K	0.4%
American Funds The Bond Fund of America Class R-6 Mutual Fund	Mutual Funds	—	—	$169K	0.3%
T. Rowe Price Health Sciences Fund Mutual Fund	Other securities	—	—	$138K	0.3%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	Common Stocks	—	—	$126K	0.3%
Vanguard International Growth Fund Mutual Fund	Mutual Funds	—	—	$118K	0.2%
PGIM Global Total Return Fund - Class R6 Mutual Fund	Other securities	—	—	$92K	0.2%
Calvert International Equity Fund Class R6 Mutual Fund	Other securities	—	—	$61K	0.1%
American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$56K	0.1%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$14K	<0.1%