How big is Direct Access Group Benefits Inc.'s plan?

Direct Access Group Benefits Inc.'s plan reported $2.9M in assets and 2 participants for 2025.

Original filing (PDF)20260318132021NAL0007410834001

Direct Access Group Benefits Inc.

Name: Direct Access Group Benefits Inc. — Direct Access, Form 5500 (2025)
Creator: Direct Access Group Benefits Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Direct Access Group Benefits Inc. Profit Sharing Plan

Defined-contribution retirement plan · Direct Access Group Benefits Inc.'s Direct Access Group Benefits Inc. Profit Sharing Plan held $2.9M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Robert Weinberger signed Direct Access Group Benefits Inc.'s 2025 Form 5500 as plan administrator.

Robert Weinberger — 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

Direct Access Group Benefits Inc.'s EIN is 13-3916046.

EIN 13-3916046

Plan number 001

Plan year 2025

ACK ID 20260318132021NAL0007410834001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Direct Access Group Benefits Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Direct Access Group Benefits Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

DIRECT ACCESS GROUP BENEFITS INC.

EIN

all filings

Address

189 ROUTE 100 · SOMERS, NY · 10589

Phone

(845) 277-6700

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator