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ACCORD FAMILY OFFICE LLC

EIN 30-0610428-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
11
ONE BELMONT AVENUE, SUITE 640 - BALA CYNWYD, PA 19004484-320-2656
Plans on this EIN
1 filing
#001401k-$1.4M - 11 part

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Retirement#001

ACCORD FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.4M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCORD FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.4M112025
Retirement plans
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