Original filing (PDF)20251009053334NAL0006172113001

ACCESSMATTERS

Name: ACCESSMATTERS — ACCESSMATTERS 403(B) PLAN, Form 5500 (2024)
Creator: ACCESSMATTERS

Form 5500-SF

FILING_RECEIVED

ACCESSMATTERS 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESSMATTERS.

Plan sponsor

Name

ACCESSMATTERS

EIN

23-1878446

Address

1700 MARKET STREET - SUITE 1540 · PHILADELPHIA, PA · 19103

Phone

(215) 985-2600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

REPUBLICAN ATTORNEYS GENERAL ASSOCIATION

REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 401(K) PLAN

$1.8M · 8 participants

QEM NETWORK

QEM NETWORK RETIREMENT AND EMPLOYEE SAVINGS PLAN

$1.8M · 15 participants

GOVERNOR'S INSTITUTE

GOVERNOR'S INSTITUTE PROFIT SHARING PLAN

$1.8M · 13 participants

FRACTURED ATLAS INC.

FRACTURED ATLAS INC. 401(K) PLAN

$1.8M · 22 participants

FUNCTIONAL INDUSTRIES, INC.

FUNCTIONAL INDUSTRIES, INC. 401(K) PLAN