Plan Snapshot
- Plan Sponsor: Access One INC.
- Sponsor EIN: 363894321
- Sponsor Address: 820 W JACKSON BLVD, CHICAGO, IL, 606073026
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $8.9M
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 | 112 | $8.9M | $205,939 | $859,132 |
| 2023 | 105 | $7.9M | $194,307 | $824,849 |
| 2022 | 86 | $7.1M | $165,869 | $732,734 |
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 | $45,460 | — | $45,460 |
| CERITY PARTNERS RETIREMENT PLAN ADV | INVESTMENT ADVISORY | — | $14,632 | $14,632 |
| MMA SECURITIES LLC | INVESTMENT ADVISORY | — | $13,750 | $13,750 |
| CASSELL PLAN AUDITS, P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,842
- Estimated Expense Ratio: 0.832% 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 | $45,461 | — | $45,461 | — | — |
| 2023 | $40,767 | — | $40,767 | — | — |
| 2022 | $37,898 | — | $37,898 | — | — |