Original filing (PDF)20250717101316NAL0000096289001

THE ACCESS AGENCY, INC.

Name: THE ACCESS AGENCY, INC. — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ACCESS AGENCY, INC., Form 5500 (2024)
Creator: THE ACCESS AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ACCESS AGENCY, INC.

401(k) retirement plan

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ACCESS AGENCY, INC..

Plan sponsor

Name

THE ACCESS AGENCY, INC.

EIN

06-0801861

Address

1315 MAIN ST STE 2 · WILLIMANTIC, CT · 062261948

Phone

(860) 450-7400

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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