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Sponsor portfolioTH

ADVISER COMPLIANCE ASSOCIATES LLC

EIN 75-2987063-management consulting-Latest filing 2025
Plans
2
Retirement
1
$140.7M assets
Welfare
1
$1.2M premiums
Participants
2,531
909 ROSE AVENUE, SUITE 950 - NORTH BETHESDA, MD 20852973-631-1085LinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$140.7M - 1,457 part#501Fully Insured-$1.2M - 1,074 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,074 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$812K
  • Short-term disability$812K
  • Long-term disability$812K
  • Vision$238K
  • Health$109K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA67%
  • UNITEDHEALTHCARE INSURANCE COMPANY12%
  • VISION SERVICE PLAN11%
  • AETNA LIFE INSURANCE COMPANY9%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $114K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN

401k

Assets$140.7M
Participants1,457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVISER COMPLIANCE ASSOCIATES, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives1,074
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN401k$140.7M1,4572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVISER COMPLIANCE ASSOCIATES, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.2M1,0742025
Retirement plans
Welfare plans
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