Plan Snapshot
- Plan Sponsor: Access Financial Group
- Sponsor EIN: 133696056
- Sponsor Address: 118 N. CLINTON STREET SUITE 450, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 14 | $6.3M | $44,631 | $161,028 |
| 2023 | 12 | $5.4M | $42,635 | $139,550 |
| 2022 | 13 | $4.1M | $43,349 | $144,148 |