Plan Snapshot
- Plan Sponsor: Access Technologies, INC.
- Sponsor EIN: 202623195
- Sponsor Address: 1055 SOUTHEAST OLSON DRIVE, WAUKEE, IA, 502638365
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 245 | $14.8M | $377,941 | $942,594 |
| 2023 | 257 | $13.5M | $389,199 | $899,319 |
| 2022 | 233 | $11.7M | $367,798 | $829,191 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $47,205 | — | $47,205 | — | — |
| 2023 | $59,841 | — | — | — | — |
| 2022 | $48,835 | — | — | — | — |