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ACCESS CARROLL, INC. 401(K) PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250522092426NAL0002513681001
ACCESS CARROLL, INC. 401(K) PLAN
Form 5500-SF
FILING_RECEIVED
ACCESS CARROLL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
3
Plan assets (EOY)
$34K
Net assets (EOY)
$34K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ACCESS CARROLL, INC. 401(K) PLAN
.
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Plan sponsor
Name
ACCESS CARROLL, INC. 401(K) PLAN
DBA
ACCESS CARROLL, INC.
EIN
20-2146701
Address
10 DISTILLERY RD STE 200 · WESTMINSTER, MD · 211575344
Phone
(410) 871-3218
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see 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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 9% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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