How big is Access Rehab Centers, LLC's plan?

Access Rehab Centers, LLC's plan reported $16.7M in assets and 195 participants for 2023.

Original filing (PDF)20250228081609NAL0001064496001

Access Rehab Centers, LLC

Name: Access Rehab Centers, LLC — Access Rehab Centers, Form 5500 (2023)
Creator: Access Rehab Centers, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Access Rehab Centers, LLC 401(k) Plan

401(k) retirement plan · Access Rehab Centers, LLC's Access Rehab Centers, LLC 401(k) Plan held $16.7M in plan assets for 195 participants in 2023, with Transamerica as recordkeeper.

Active participants

195

Accounts w/ balance

136

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

Plan identifiers

Access Rehab Centers, LLC's EIN is 06-1527429.

EIN 06-1527429

Plan number 001

Plan year 2023

ACK ID 20250228081609NAL0001064496001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Access Rehab Centers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Access Rehab Centers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

ACCESS REHAB CENTERS, LLC

EIN

all filings

Address

22 TOMPKINS STREET · WATERBURY, CT · 06708

Phone

(203) 419-0381

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-02-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PEACH & MCPHERSON CPAS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS,	13-3689044	—	RECORDKEEPER	$79K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES, LLC	74-2794194	—	BROKER	$0	—

Investments

37 direct securities· $16.7M(100% of reported assets)

Mutual Funds

$13.3M

27 holdings

Other securities

$2.7M

7 holdings

Stable Value

$470K

1 holding

U.S. Treasuries

$146K

1 holding

Bonds / Notes

$79K

1 holding

					% of plan
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$2.4M	14.6%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$2.2M	13.4%
Vanguard LifeStrategy Growth Inv Mutual Fund	Mutual Funds	—	—	$1.6M	9.3%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$1.2M	7.1%
Vanguard LifeStrategy Income Inv Mutual Fund	Mutual Funds	—	—	$1.1M	6.8%
JPMorgan US Equity R2 Mutual Fund	Other securities	—	—	$822K	4.9%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$801K	4.8%
Vanguard Total Stock Mkt Inx Adm Mutual Fund	Mutual Funds	—	—	$760K	4.6%
BlackRock International K Mutual Fund	Other securities	—	—	$492K	3.0%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$481K	2.9%
Transamerica Life Insurance Co. Transamerica Stable Value Core	Stable Value	—	—	$470K	2.8%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$426K	2.6%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$383K	2.3%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$349K	2.1%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$307K	1.8%
BlackRock Health Sciences Opps Instlt Mutual Fund	Other securities	—	—	$296K	1.8%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$292K	1.7%
JPMorgan Equity Income Ret Opt Mutual Fund	Other securities	—	—	$285K	1.7%
PGIM Total Return Bond R6 Mutual Fund	Other securities	—	—	$269K	1.6%
Fidelity Stock Selector Small Cap Mutual Fund	Mutual Funds	—	—	$244K	1.5%
Vanguard Small Cap Value Index Inv Mutual Fund	Mutual Funds	—	—	$224K	1.3%
Vanguard Value Index Adm Mutual Fund	Mutual Funds	—	—	$181K	1.1%
American Funds New World Ret Opt Mutual Fund	Mutual Funds	—	—	$158K	0.9%
JPMorgan Government Bond R6 Mutual Fund	U.S. Treasuries	—	—	$146K	0.9%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$132K	0.8%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$100K	0.6%
Vanguard Mid Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$90K	0.5%
Lord Abbett High Yield R6 Mutual Fund	Mutual Funds	—	—	$89K	0.5%
Vanguard LifeStrategy Conservative Growth Mutual Fund	Mutual Funds	—	—	$87K	0.5%
Plan Participants Participant Loans Interest at 3.299% to 8.5%	Bonds / Notes	—	—	$79K	0.5%
Vanguard LifeStrategy Moderate Growth Mutual Fund	Mutual Funds	—	—	$49K	0.3%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$40K	0.2%
Vanguard Small Cap Growth Index Adm Mutual Fund	Mutual Funds	—	—	$26K	0.2%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$23K	0.1%
Vanguard Mid Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$22K	0.1%
Touchstone Mid Cap Institutional Mutual Fund	Other securities	—	—	$13K	<0.1%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$2K	<0.1%