· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ACON INVESTMENTS, LLC — ACON INVESTMENTS LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014095121NAL0005304594001
ACON INVESTMENTS, LLC
Form 5500-SF
FILING_RECEIVED
ACON INVESTMENTS LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
57
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ACON INVESTMENTS, LLC
.
Find decision makers
Plan sponsor
Name
ACON INVESTMENTS, LLC
EIN
52-1961415
Address
1133 CONNECTICUT AVE NW · STE 700 · WASHINGTON, DC · 20036
Phone
(202) 454-1134
Industry
Finance & Insurance
see all
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
DILLON ENERGY INC
PROFIT SHARING PLAN FOR EMPLOYEES OF DILLON ENERGY INC
$17.9M · 2 participants
ADVANTAGE FUTURES LLC
ADVANTAGE FUTURES LLC 401(K) RETIREMENT PLAN
$20.2M · 53 participants
HANSEN-MUELLER CO.
HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN
$15.6M · 138 participants
MORGAN CREEK CAPITAL MANAGEMENT, LL
MORGAN CREEK CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN &
$14.2M · 22 participants
FORNAZOR INTERNATIONAL, INC.
FORNAZOR INTERNATIONAL, INC. EMPLOYEE 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$12.7M · 67 participants
TENSER, PHIPPS & LEEPER, INC. DBA LOUIS F. LEEPER COMPANY
LOUIS F. LEEPER 401(K) PLAN
$12.6M · 63 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
