How big is ACG Management Solutions LLC's plan?

ACG Management Solutions LLC's plan reported $905K in assets and 12 participants for 2024.

Original filing (PDF)20250728153048NAL0005199458001

ACG Management Solutions LLC

Name: ACG Management Solutions LLC — ACG Management, Form 5500 (2024)
Creator: ACG Management Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ACG Management Solutions LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ACG Management Solutions LLC's ACG Management Solutions LLC 401(k) Profit Sharing Plan & Trust held $905K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

People on this filing

William Vernon signed ACG Management Solutions LLC's 2024 Form 5500 as plan administrator.

William Vernon — 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 Management Solutions LLC's EIN is 45-4155393.

EIN 45-4155393

Plan number 001

Plan year 2024

ACK ID 20250728153048NAL0005199458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ACG MANAGEMENT SOLUTIONS LLC

EIN

all filings

Address

1 N WACKER DR STE 460 · CHICAGO, IL · 606062818

Phone

(773) 343-2689

Industry

Finance & Insurance

Plan administrator