# Access Intelligence LLC 401(k) Plan
Source: https://planprovider.pro/companies/access-intelligence-llc-401k-plan

> Access Intelligence LLC's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Access Intelligence LLC

- **Sponsor EIN:** 522270063

- **Sponsor Address:** 9211 CORPORATE BOULEVARD, ROCKVILLE, MD, 208503245

- **Plan Type:** 401(k)

- **Total Participants:** 183

- **Total Assets:** $35.2M

## 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|183|$35.2M|$165,019|$1.7M|

| 2023|191|$32.7M|$193,923|$1.8M|

| 2022|206|$28.5M|$180,289|$1.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$94,358|—|$94,358|

| MML INVESTORS SERVICES LLC|INVESTMENT ADVISORY|—|$32,254|$32,254|

| TRIBRIDGE PARTNERS FINANCIAL LLC|INVESTMENT ADVISORY|—|$26,538|$26,538|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MML INVESTORS SERVICES LLC](https://planprovider.pro/provider/mml-investors-services-llc) — INVESTMENT ADVISORY

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $153,150

- **Estimated Expense Ratio:** 0.435% 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|$94,358|—|$94,358|—|—|

| 2023|$83,370|—|$83,370|—|—|

| 2022|$102,768|—|$102,768|—|—|

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