Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ACCORD GROUP HOLDINGS LLC
EIN 46-2378075financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
23
240 STOCKTON ST., 7TH FLOOR - SAN FRANCISCO, CA 94108415-939-3494accord-group.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ACCORD GROUP HOLDINGS LLC PENSION PLAN
CashBalance
Assets$4.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ACCORD GROUP 401(K) PLAN
401k
Assets$2.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACCORD GROUP HOLDINGS LLC PENSION PLAN | CashBalance | $4.1M | 7 | 2025 | |
| 001 | ACCORD GROUP 401(K) PLAN | 401k | $2.5M | 16 | 2024 |
Retirement plans