How big is Accord Capital CA, LLC's plan?

Accord Capital CA, LLC's plan reported $1.8M in assets and 34 participants for 2024.

Original filing (PDF)20251014213915NAL0007441042001

Accord Capital CA, LLC

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

Form 5500-SF

FILING_RECEIVED

Accord Capital 401(k) Plan

401(k) retirement plan · Accord Capital CA, LLC's Accord Capital 401(k) Plan held $1.8M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

James G. Houpe signed Accord Capital CA, LLC's 2024 Form 5500 as plan administrator.

James G. Houpe — 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 Capital CA, LLC's EIN is 84-4190521.

EIN 84-4190521

Plan number 001

Plan year 2024

ACK ID 20251014213915NAL0007441042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Accord Capital CA, 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 CAPITAL CA, LLC.

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Plan health score

Above-average plan

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