Acord Companies 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Acord Companies
  • Sponsor EIN: 731095633
  • Sponsor Address: PO BOX 492, CHANDLER, OK, 748340492
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 158
  • Total Assets: $3.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025158$3.1M$0$0
2024130$2.7M$99,880$262,192
2023119$2.6M$90,479$252,379
2022147$2.1M$97,094$271,022

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