Plan Snapshot
- Plan Sponsor: Access Healthcare LLC
- Sponsor EIN: 800244479
- Sponsor Address: 14 FARBER RD, PRINCETON, NJ, 085405913
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $2.2M
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 | 149 | $2.2M | $101,487 | $486,386 |
| 2023 | 177 | $2.0M | $161,575 | $779,939 |
| 2022 | 282 | $946,234 | $107,522 | $660,866 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $16,072 | — | $16,072 |
| EQUITABLE ADVISORS, LLC | ADVISOR | $5,642 | — | $5,642 |
| BENNETT THRASHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- BENNETT THRASHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,714
- Estimated Expense Ratio: 1.008% 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 | $23,119 | $6,229 | $16,027 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $9,959 | $1,534 | $8,425 | — | — |