Plan Snapshot
- Plan Sponsor: Accesso Partners, LLC
- Sponsor EIN: 200543064
- Sponsor Address: 100 N. FEDERAL HIGHWAY, SUITE 400, HALLANDALE BEACH, FL, 33009
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $11.9M
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 | 116 | $11.9M | $397,798 | $966,680 |
| 2023 | 130 | $10.7M | $375,096 | $994,007 |
| 2022 | 142 | $8.9M | $419,853 | $1.1M |
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 |
|---|---|---|---|---|
| CHERRY BERKAERT, 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 | $38,866 | — | — | — | — |
| 2023 | $45,464 | — | $15,851 | — | — |
| 2022 | $65,053 | $25,739 | $39,314 | — | — |