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  2. Adviser Compliance Associates, LLC Dba Aca Group
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Filings through Oct 24, 2026.

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Adviser Compliance Associates, LLC Dba Aca Group

EIN 75-2987063-management consulting-Latest filing 2025
Plans
2
Retirement
1
$174.8M assets
Health & Benefits
1
$1.2M premiums
Participants
2,615
685 THIRD AVENUE, FLOOR 31 - NEW YORK, NY 10017332-295-2817LinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401(k)-$174.8M - 1,541 part#501Fully insured-$1.2M - 1,074 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$174.8M
Participants1,541
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ADVISER COMPLIANCE ASSOCIATES, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives1,074
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN401(k)$174.8M1,5412025
  • ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN$174.8M
    #001 · 401(k) · 20251,541

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ADVISER COMPLIANCE ASSOCIATES, LLC HEALTH AND WELFARE BENEFIT PLANFully insuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.2M1,0742025
  • ADVISER COMPLIANCE ASSOCIATES, LLC HEALTH AND WELFARE BENEFIT PLAN$1.2M
    #501 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20251,074
Retirement plans
Health & Benefits plans

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