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Original filing (PDF)20251015115659NAL0004465953001
ACCESS TELECARE, LLC
Form 5500
FILING_RECEIVED
ACCESS TELECARE 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
478
Accounts w/ balance
579
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s * Fidelity 500 Index Fund" is 40% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS TELECARE, LLC.
Plan sponsor
Name
ACCESS TELECARE, LLC
EIN
20-1394099
Address
1717 MAIN STREET · SUITE #5850 · DALLAS, TX · 75201
Phone
(469) 484-4298
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
27 direct securities · 15 pooled funds· $39.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.7M
26 holdings
Mutual Funds
$12.3M
1 holding
Common Collective Trust
$9.0M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $12.3M | 39.5% | |
| Fidelity International Index Fund | — | — | — | $4.1M | 13.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $3.0M | 9.6% | |
| Common Collective Trust Fund T. Rowe Price Retirement 2045 Fund | — | — | — | $1.8M | 5.9% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.9% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $1.4M | 4.4% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.2M | 4.0% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.0% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $845K | 2.7% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $845K | 2.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $843K | 2.7% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $729K | 2.3% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $729K | 2.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $728K | 2.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $675K | 2.2% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $623K | 2.0% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $623K | 2.0% | |
| Great Gray Trust Company Growth Fund | — | — | — | $450K | 1.4% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $450K | 1.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $368K | 1.2% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $368K | 1.2% | |
| Putnam Fiduciary Trust Large Cap Value Fund | — | — | — | $334K | 1.1% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $334K | 1.1% | |
| Pioneer Bond Fund | — | — | — | $309K | 1.0% | |
| JP Morgan Emerging Markets Equity Fund | — | — | — | $292K | 0.9% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $149K | 0.5% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $149K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $86K | 0.3% | |
| JP Morgan Small Cap Growth Fund | — | — | — | $78K | 0.3% | |
| American Funds Europac Growth Fund | — | — | — | $74K | 0.2% | |
| SEI Trust Company Allspring Special Mid Cap Value Fund | — | — | — | $69K | 0.2% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $69K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $67K | 0.2% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $67K | 0.2% | |
| PIMCO Income Fund | — | — | — | $56K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $51K | 0.2% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $51K | 0.2% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $43K | 0.1% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $38K | 0.1% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $38K | 0.1% | |
| Money Market Fund * Fidelity Government Market Fund | — | — | — | $21K | <0.1% |
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