# Access Financial Group 401(k) Plan
Source: https://planprovider.pro/companies/access-financial-group-401k-plan

> Access Financial Group's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Romano Brothers And Company](https://planprovider.pro/companies/romano-brothers-and-company-plan) — 14 participants

- [Jernigan & Kinsella](https://planprovider.pro/companies/jernigan-kinsella-plan) — 2 participants

- [Castleark Management LLC](https://planprovider.pro/companies/castleark-management-llc-401k-plan-001) — 1 participants

- [Dansu, INC.](https://planprovider.pro/companies/dansu-inc-401k-plan) — 55 participants

- [M1 Holdings INC.](https://planprovider.pro/companies/m1-holdings-inc-401k-plan) — 108 participants

- [Simplex Investments, LLC](https://planprovider.pro/companies/simplex-investments-llc-401k-plan) — 109 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/access-financial-group-401k-plan)

© 2026 PlanProvider.Pro