Plan Snapshot
- Plan Sponsor: Access Services, INC.
- Sponsor EIN: 232003056
- Sponsor Address: 500 OFFICE CENTER DRIVE, SUITE 100, FORT WASHINGTON, PA, 190343234
- Plan Type: 401(k)
- Total Participants: 586
- Total Assets: $14.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 586 | $14.1M | $244,611 | $637,454 |
| 2023 | 386 | $13.7M | $230,590 | $644,504 |
| 2022 | 408 | $11.6M | $371,811 | $635,484 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN, LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $7,356 | — | — | — | — |
| 2023 | $55,440 | — | — | — | — |
| 2022 | $56,715 | — | — | — | $56,715 |