How big is The Access Agency, Inc.'s plan?

The Access Agency, Inc.'s plan reported $2.4M in assets and 107 participants for 2024.

Original filing (PDF)20250717101316NAL0000096289001

The Access Agency, Inc.

Name: The Access Agency, Inc. — Safe-Harbor 401(k) Profit, Form 5500 (2024)
Creator: The Access Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe-Harbor 401(k) Profit Sharing Plan for Employees of the Access Agency, Inc.

401(k) retirement plan · The Access Agency, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of the Access Agency, Inc. held $2.4M in plan assets for 107 participants in 2024.

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Parker Stevens signed The Access Agency, Inc.'s 2024 Form 5500 as plan administrator.

Parker Stevens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Access Agency, Inc.'s EIN is 06-0801861.

EIN 06-0801861

Plan number 002

Plan year 2024

ACK ID 20250717101316NAL0000096289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Access Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Access Agency, Inc.'s plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ACCESS AGENCY, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score