Plan Snapshot
- Plan Sponsor: Access Plans LLC
- Sponsor EIN: 853473108
- Sponsor Address: 940 W. FM 544 UNIT 1749, WYLIE, TX, 75098
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $1,773 | $2.3M | $4.1M |
| 2023 | 3,303 | $36.1M | $3.6M | $6.9M |
| 2022 | 3,454 | $36.8M | $1.5M | $3.4M |
| 2021 | 1,158 | $17.2M | $159,817 | $558,983 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $2 | — | $2 | — | — |
| 2024 | $119,078 | — | — | — | — |
| 2023 | $132,885 | — | — | — | — |
| 2022 | $334,471 | $34,349 | $300,122 | — | — |
| 2021 | — | — | — | — | — |