How big is Accolade Capital Management LLC's plan?

Accolade Capital Management LLC's plan reported $3.0M in assets and 14 participants for 2024.

Original filing (PDF)20250527115643NAL0004010851001

Accolade Capital Management LLC

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

Form 5500-SF

FILING_RECEIVED

Accolade Capital Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Accolade Capital Management LLC's Accolade Capital Management LLC 401(k) Profit Sharing Plan held $3.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Accolade Capital Management LLC's EIN is 52-2227070.

EIN 52-2227070

Plan number 001

Plan year 2024

ACK ID 20250527115643NAL0004010851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Accolade Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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