Original filing (PDF)20241217224854NAL0001752707001

ACCO MANAGEMENT COMPANY

Name: ACCO MANAGEMENT COMPANY — ACCO MANAGEMENT COMPANY PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ACCO MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

ACCO MANAGEMENT COMPANY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCO MANAGEMENT COMPANY.

Plan sponsor

Name

ACCO MANAGEMENT COMPANY

EIN

94-2270532

Address

130 E. DANA STREET · MOUNTAIN VIEW, CA · 940411599

Phone

(650) 961-8330

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2024-12-17

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

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

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