Plan Snapshot
- Plan Sponsor: Access Point Consulting, LLC
- Sponsor EIN: 832721047
- Sponsor Address: 6081 HAMILTON BLVD STE 600, ALLENTOWN, PA, 18106
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 103 | $3.4M | $405,956 | $810,501 |
| 2023 | 120 | $2.1M | $264,871 | $575,367 |
| 2022 | 74 | $1.0M | $392,449 | $377,460 |
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 |
|---|---|---|---|---|
| CAMPBELL RAPPOLD & YURASITS 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 | $15,360 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |