Plan Snapshot
- Plan Sponsor: Accord Corporation
- Sponsor EIN: 222218884
- Sponsor Address: 84 SCHULER STREET, BELMONT, NY, 14813
- Plan Type: 403(b)
- Total Participants: 111
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $4.6M | $108,734 | $146,420 |
| 2023 | 102 | $4.2M | $99,484 | $137,363 |
| 2022 | 124 | $4.2M | $93,960 | $123,653 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE | RECORDKEEPER | $120 | $31,562 | $31,682 |
| MILESTONE CONSULTANTS, INC. | ADVISOR | $11,188 | — | $11,188 |
| NATIONWIDE | RECORDKEEPER | $8,345 | — | $8,345 |
| EFPR GROUP CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE FINANCIAL LIFE INSURANCE — RECORDKEEPER
- NATIONWIDE — RECORDKEEPER
- EFPR GROUP CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,215
- Estimated Expense Ratio: 1.118% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,995 | — | $2,085 | — | — |
| 2023 | $2,231 | — | $2,204 | — | — |
| 2022 | $2,477 | — | $2,406 | — | — |