# Access Xp LLC 401(k) Plan
Source: https://planprovider.pro/companies/access-xp-llc-401k-plan

> Access Xp LLC's 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Access Xp LLC

- **Sponsor EIN:** 852333700

- **Sponsor Address:** 2305 HISTORIC DECATUR ROAD, STE 100, SAN DIEGO, CA, 92106

- **Plan Type:** 401(k)

- **Total Participants:** 221

- **Total Assets:** $7.5M

## 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|221|$7.5M|$769,520|$1.3M|

| 2023|133|$5.1M|$585,139|$962,734|

| 2022|68|$2.4M|$267,597|$445,879|

## 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|

| PKF SAN DIEGO, LLP|Auditor|—|—|$0|

## 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|$24,755|—|$24,755|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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