# Accord Corporation 403(b) Plan
Source: https://planprovider.pro/companies/accord-corporation-403b-plan

> Accord Corporation's 403(b) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/equitable) — RECORDKEEPER

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [EFPR GROUP CPAS PLLC](https://planprovider.pro/provider/efpr-group-llp) — 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|—|—|

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