How big is Access Advisors LLC's plan?

Access Advisors LLC's plan reported $1.2M in assets and 13 participants for 2025.

Original filing (PDF)20260428140413NAL0015667216001

Access Advisors LLC

Name: Access Advisors LLC — Access Advisors 401(k) Plan, Form 5500 (2025)
Creator: Access Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Access Advisors 401(k) Plan

401(k) retirement plan · Access Advisors LLC's Access Advisors 401(k) Plan held $1.2M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Monica Oates signed Access Advisors LLC's 2025 Form 5500 as plan administrator.

Monica Oates — 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 Advisors LLC's EIN is 22-3437421.

EIN 22-3437421

Plan number 001

Plan year 2025

ACK ID 20260428140413NAL0015667216001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Access Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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