Plan Snapshot
- Plan Sponsor: Access Group, INC.
- Sponsor EIN: 621665314
- Sponsor Address: 10618 BRECKENRIDGE DR, LITTLE ROCK, AR, 72211
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 346 | $6.8M | $237,162 | $532,931 |
| 2023 | 241 | $5.6M | $201,661 | $489,188 |
| 2022 | 250 | $4.5M | $177,691 | $409,713 |
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 |
|---|---|---|---|---|
| STEPHENS INC | NONE | $29,433 | — | $29,433 |
| ASCENSUS LLC | NONE | $17,245 | — | $17,245 |
| HOGAN TAYLOR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHENS INC — NONE
- HOGAN TAYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,678
- Estimated Expense Ratio: 0.682% 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 | $46,678 | $29,433 | $17,245 | — | — |
| 2023 | $40,984 | $26,591 | $14,393 | — | — |
| 2022 | $40,440 | $25,885 | $14,555 | — | — |