How big is Access Insurance Underwriter, LLC's plan?

Access Insurance Underwriter, LLC's plan reported $534K in assets and 15 participants for 2024.

Original filing (PDF)20250916095034NAL0001235491001

Access Insurance Underwriter, LLC

Name: Access Insurance Underwriter, LLC — Access Insurance, Form 5500 (2024)
Creator: Access Insurance Underwriter, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Access Insurance Underwriter LLC 401(k) Savings Plan

401(k) retirement plan · Access Insurance Underwriter, LLC's Access Insurance Underwriter LLC 401(k) Savings Plan held $534K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

Plan identifiers

Access Insurance Underwriter, LLC's EIN is 20-0474935.

EIN 20-0474935

Plan number 001

Plan year 2024

ACK ID 20250916095034NAL0001235491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Access Insurance Underwriter, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Access Insurance Underwriter, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.

Decision-maker contacts

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

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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