Original filing (PDF)20250922202203NAL0005014945001

ACCORD GROUP HOLDINGS LLC

Name: ACCORD GROUP HOLDINGS LLC — ACCORD GROUP HOLDINGS LLC PENSION PLAN, Form 5500 (2024)
Creator: ACCORD GROUP HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

ACCORD GROUP HOLDINGS LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCORD GROUP HOLDINGS LLC.

Plan sponsor

Name

ACCORD GROUP HOLDINGS LLC

EIN

46-2378075

Address

240 STOCKTON ST., 7TH FLOOR · SAN FRANCISCO, CA · 94108

Phone

(628) 218-7987

Industry

Finance & Insurancesee all

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

2025-09-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Finance & Insurance plans

INTRINSIC WEALTH COUNSEL, INC.

INTRINSIC WEALTH COUNSEL, INC. PROFIT SHARING PLAN

$3.5M · 6 participants

WELLSPRING WEALTH, LLC

WELLSPRING WEALTH, LLC 401(K) PLAN

$3.5M · 9 participants

CALEDONIA US, LP

CALEDONIA US, LP 401(K) PLAN

$3.5M · 12 participants

ALPHA IR GROUP

ALPHA IR 401(K) PLAN

$3.5M · 23 participants

PRINCIPLED WEALTH ADVISORS, LLC

PRINCIPLED WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

$3.5M · 8 participants