Plan Snapshot
- Plan Sponsor: Acord Companies
- Sponsor EIN: 731095633
- Sponsor Address: P.O. BOX 492, CHANDLER, OK, 748340492
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $2.7M | $99,880 | $262,192 |
| 2023 | 119 | $2.6M | $90,479 | $252,379 |
| 2022 | 147 | $2.1M | $97,094 | $271,022 |
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 |
|---|---|---|---|---|
| FREEMON, SHAPARD & STORY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FREEMON, SHAPARD & STORY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $719,526 | — | $23,875 | — | — |
| 2023 | $278 | — | — | — | — |
| 2022 | $814 | — | — | — | — |