How big is Accord Group Holdings LLC's plan?

Accord Group Holdings LLC's plan reported $2.5M in assets and 9 participants for 2024.

Original filing (PDF)20251003165504NAL0003838402001

Accord Group Holdings LLC

Name: Accord Group Holdings LLC — Accord Group 401(k) Plan, Form 5500 (2024)
Creator: Accord Group Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accord Group 401(k) Plan

401(k) retirement plan · Accord Group Holdings LLC's Accord Group 401(k) Plan held $2.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Patricia F Peterson signed Accord Group Holdings LLC's 2024 Form 5500 as plan administrator.

Patricia F Peterson — 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

Accord Group Holdings LLC's EIN is 46-2378075.

EIN 46-2378075

Plan number 001

Plan year 2024

ACK ID 20251003165504NAL0003838402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accord Group Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACCORD GROUP HOLDINGS 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 (90th percentile).

Plan sponsor

Name

ACCORD GROUP HOLDINGS LLC

EIN

all filings

Address

240 STOCKTON STREET · 7TH FLOOR · SAN FRANCISCO, CA · 94108

Phone

(415) 608-0242

Industry

Finance & Insurance

Plan administrator