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Original filing (PDF)20250924131654NAL0009274675001
ACCESS DIRECT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
ACCESS DIRECT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
113
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS DIRECT SYSTEMS, INC..
Plan sponsor
Name
ACCESS DIRECT SYSTEMS, INC.
EIN
13-2669655
Address
91 EXECUTIVE BOULEVARD · FARMINGDALE, NY · 117354713
Phone
(631) 420-0770
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRUBER PALUMBERI RAFFAELE FRIED PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING, INC | — | NEW YORK, NY | NONE | $2K | — |
| NATIONWIDE LIFE INSURANCE | — | COLUMBUS, OH | NONE | $2K | — |
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | NONE | $0 | — |
Investments
20 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Co. | — | — | — | $1.0M | 17.9% | |
| Nationwide Life Insurance Co. | — | — | — | $617K | 10.7% | |
| Nationwide Life Insurance Co. | — | — | — | $541K | 9.4% | |
| Nationwide Life Insurance Co. | — | — | — | $524K | 9.1% | |
| Nationwide Life Insurance Co. | — | — | — | $431K | 7.5% | |
| Nationwide Life Insurance Co. | — | — | — | $425K | 7.4% | |
| Nationwide Life Insurance Co. | — | — | — | $360K | 6.3% | |
| Nationwide Life Insurance Co. | — | — | — | $353K | 6.1% | |
| Nationwide Life Insurance Co. | — | — | — | $296K | 5.1% | |
| Nationwide Life Insurance Co. | — | — | — | $282K | 4.9% | |
| Nationwide Life Insurance Co. | — | — | — | $238K | 4.1% | |
| Nationwide Life Insurance Co. | — | — | — | $155K | 2.7% | |
| price Plan maintains 18 participant loans with annual Access Direct 401(k) Plan | — | — | — | $110K | 1.9% | |
| Nationwide Life Insurance Co. | — | — | — | $73K | 1.3% | |
| Nationwide Life Insurance Co. | — | — | — | $72K | 1.2% | |
| Nationwide Life Insurance Co. | — | — | — | $71K | 1.2% | |
| Nationwide Life Insurance Co. | — | — | — | $63K | 1.1% | |
| Nationwide Life Insurance Co. | — | — | — | $59K | 1.0% | |
| Nationwide Life Insurance Co. | — | — | — | $35K | 0.6% | |
| Nationwide Life Insurance Co. | — | — | — | $14K | 0.2% |