John Caradonna signed Access Direct Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Direct Systems, Inc.'s EIN is 13-2669655.
Download the official 2024 Form 5500 (PDF) for Access Direct Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access Direct Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE | — | COLUMBUS, OH | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING, INC | — | NEW YORK, NY | NONE | $2K | — |
| LPL FINANCIAL LLC | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Co. | Common Stocks | — | — | $1.0M | 17.9% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $617K | 10.7% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $541K | 9.4% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $524K | 9.1% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $431K | 7.5% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $425K | 7.4% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $360K | 6.3% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $353K | 6.1% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $296K | 5.1% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $282K | 4.9% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $238K | 4.1% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $155K | 2.7% | |
| price Plan maintains 18 participant loans with annual Access Direct 401(k) Plan | Participant loans | — | — | $110K | 1.9% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $73K | 1.3% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $72K | 1.2% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $71K | 1.2% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $63K | 1.1% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $59K | 1.0% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $35K | 0.6% | |
| Nationwide Life Insurance Co. | Common Stocks | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAN DIEGO, CA |
| NONE |
| $0 |
| — |
