# Access Care Partners, INC. 403(b) Plan
Source: https://planprovider.pro/companies/access-care-partners-inc-042545848-001

> Access Care Partners, INC.'s 403(b) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Access Care Partners, INC.

- **Sponsor EIN:** 042545848

- **Sponsor Address:** 4 VALLEY MILL ROAD, HOLYOKE, MA, 01040

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 236

- **Total Assets:** $10.0M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|236|$10.0M|$381,312|$539,512|

| 2023|238|$11.5M|$355,437|$485,886|

| 2022|214|$10.9M|$523,158|$426,341|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$40,931|—|$40,931|

| CAMBRIDGE INVESTMENT RESEARCH INC.|Other Service Provider|—|$17,805|$17,805|

| PENSION CONSULTANTS, INC.|Recordkeeper|$9,107|$3,549|$12,656|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION CONSULTANTS, INC.](https://planprovider.pro/provider/pension-consultants-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $71,392

- **Estimated Expense Ratio:** 0.714% 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|$50,038|—|$50,038|—|—|

| 2023|$48,971|—|$48,971|—|—|

| 2022|$27,336|$27,336|—|—|—|

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