How big is Tailored Access, LLC's plan?

Tailored Access, LLC's plan reported $9.5M in assets and 116 participants for 2024.

Original filing (PDF)20250609145516NAL0011078211001

Tailored Access, LLC

Name: Tailored Access, LLC — Tailored Access, LLC 401(k), Form 5500 (2024)
Creator: Tailored Access, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tailored Access, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Tailored Access, LLC's Tailored Access, LLC 401(k) Profit Sharing Plan held $9.5M in plan assets for 116 participants in 2024.

Active participants

116

Accounts w/ balance

131

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

Plan identifiers

Tailored Access, LLC's EIN is 20-8348211.

EIN 20-8348211

Plan number 001

Plan year 2024

ACK ID 20250609145516NAL0011078211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off