Access Plans, LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Access Plans, LLC
  • Sponsor EIN: 853473108
  • Sponsor Address: 940 W FM 544, WYLIE, TX, 750989998
  • Plan Type: DC
  • Total Participants: 17
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$2.3M$194,966$98,950
202315$1.6M$208,501$78,281
20224$56,372$37,500$19,100

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