How big is ACG, LLP's plan?

ACG, LLP's plan reported $2.1M in assets and 1 participants for 2024.

Original filing (PDF)20251015171540NAL0007019312001

ACG, LLP

Name: ACG, LLP — ACG, LLP Cash Balance Plan, Form 5500 (2024)
Creator: ACG, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ACG, LLP Cash Balance Plan

Defined-benefit pension plan · ACG, LLP's ACG, LLP Cash Balance Plan held $2.1M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Moody Denney signed ACG, LLP's 2024 Form 5500 as plan administrator.

Moody Denney — 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

ACG, LLP's EIN is 38-3892404.

EIN 38-3892404

Plan number 002

Plan year 2024

ACK ID 20251015171540NAL0007019312001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ACG, LLP's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ACG, LLP

EIN

all filings

Address

5020 FRANKLIN DRIVE, SUITE 100 · PLEASANTON, CA · 94588

Phone

(925) 463-8833

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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