How big is Access Wealth Management's plan?

Access Wealth Management's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250819102556NAL0002127025001

Access Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Access Wealth Management 401(k) Plan

401(k) retirement plan · Access Wealth Management's Access Wealth Management 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Deborah MALM signed Access Wealth Management's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Access Wealth Management's EIN is 20-1884628.

EIN 20-1884628

Plan number 001

Plan year 2024

ACK ID 20250819102556NAL0002127025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Access Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Access Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ACCESS WEALTH MANAGEMENT.

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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