Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACORN FINANCIAL SERVICES, INC.
EIN 54-1802612financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
38
1900 CAMPUS COMMONS DR, STE 600 - RESTON, VA 20191703-293-3100acorn-financial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 38 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#001
ACORN FINANCIAL SERVICES 401(K) PLAN
401k
Assets$2.6M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ACORN FINANCIAL SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACORN FINANCIAL SERVICES 401(K) PLAN | 401k | $2.6M | 27 | 2025 | |
| 002 | ACORN FINANCIAL SERVICES, INC. CASH BALANCE PLAN | CashBalance | $1.0M | 11 | 2024 |
Retirement plans