# Access & Integrated Practice Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/access-integrated-practice-holdings-llc-401k-plan

> Access & Integrated Practice Holdings LLC's 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/access-integrated-practice-holdings-llc-401k-plan)

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