Plan Snapshot
- Plan Sponsor: Access & Integrated Practice Holdings LLC
- Sponsor EIN: 454105320
- Sponsor Address: 5775 W OLD SHAKOPEE RD STE 90, BLOOMINGTON, MN, 554373133
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $57.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 623 | $57.1M | $585,818 | $2.8M |
| 2023 | 197 | $11.6M | $160,739 | $1.0M |
| 2022 | 203 | $9.4M | $138,387 | $911,444 |
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 |
|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | ADVISOR | $22,539 | — | $22,539 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,266 | — | $5,266 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,805
- Estimated Expense Ratio: 0.049% 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 | $45,720 | $27,805 | — | — | — |
| 2023 | $72,338 | — | $72,338 | — | — |
| 2022 | $63,727 | — | $63,727 | — | — |