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Original filing (PDF)20251014103603NAL0001242915001
ACCESS SERVICES, INC.
Form 5500
FILING_RECEIVED
ACCESS SERVICES, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
586
Accounts w/ balance
558
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS SERVICES, INC..
Plan sponsor
Name
ACCESS SERVICES, INC.
EIN
23-2003056
Address
500 OFFICE CENTER DRIVE, SUITE 100 · FORT WASHINGTON, PA · 190343234
Phone
(215) 540-2150
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBENEFIT PLAN ADMINISTRATIVESERVICE | 16-1616474 | SYRACUSE, NY | RELATIONSHIP | $7K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RELATIONSHIP | $2K | — |
Investments
41 direct securities · 1 pooled fund· $17.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.4M
41 holdings
Common Collective Trust
$744K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| M Wilmington Trust WlmnTR LgCapGr III R1* | — | — | — | $1.9M | 13.5% | |
| American Funds American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $1.5M | 10.5% | |
| Fidelity 500 Index Fund | — | — | — | $1.2M | 8.4% | |
| American Funds MyGuide AmFds TD 2045 R* | — | — | — | $1.2M | 8.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $853K | 6.0% | |
| American Funds American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $825K | 5.8% | |
| Invesco Stable Value Trust VI | — | — | — | $744K | 5.3% | |
| INVECO STBL VAL TR VI NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 001 | Common Collective Trust | — | — | $744K | 5.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $625K | 4.4% | |
| American Funds American New Perspective R6 | — | — | — | $619K | 4.4% | |
| American Funds American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $524K | 3.7% | |
| M American Funds AmFds Wshngtn Mut Inv R6 | — | — | — | $490K | 3.5% | |
| American Funds American Washington Mutual Investors R6 | — | — | — | $490K | 3.5% | |
| M Investco Invsco SmCap Val Y | — | — | — | $468K | 3.3% | |
| Invesco Small Cap Value Y | — | — | — | $468K | 3.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $462K | 3.3% | |
| American Funds MyGuide AmFds TD 2040 R* | — | — | — | $459K | 3.2% | |
| American Funds American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $400K | 2.8% | |
| American Century American Century Mid Cap Value Institutional | — | — | — | $372K | 2.6% | |
| M MFS Intl Gr R6 | — | — | — | $315K | 2.2% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $266K | 1.9% | |
| American Century BEST OF AMERICA FIXED 12 M MFS MdCap Gr R6 | — | — | — | $266K | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $224K | 1.6% | |
| M Fidelity Fid SmCap Indx | — | — | — | $224K | 1.6% | |
| Participant loans Loan Fund, 4.25% - 9.5% - | — | — | — | $176K | 1.2% | |
| American Funds American Funds American Balanced Fund Class | — | — | — | $163K | 1.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $163K | 1.2% | |
| M Fidelity Fid MdCap Indx | — | — | — | $163K | 1.2% | |
| PGIM Hi Yld Z | — | — | — | $160K | 1.1% | |
| Invesco Small Cap Growth Fund R5 Class | — | — | — | $85K | 0.6% | |
| M Investco Invsco SmCap Gr R5 | — | — | — | $85K | 0.6% | |
| Manning & Napier Pro-Bended Extended Term Series 3 Vanguard Short Term Federal Admiral | — | — | — | $84K | 0.6% | |
| Vanguard Vngrd ST Fed Adml | — | — | — | $84K | 0.6% | |
| M DFA Infl Prtct Sec Inst | — | — | — | $73K | 0.5% | |
| American Funds American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $68K | 0.5% | |
| American Century AmCent RealEst I | — | — | — | $56K | 0.4% | |
| Wilmington Trust WlmnTr Cor PLUS Bd II R1* | — | — | — | $55K | 0.4% | |
| Nationwide Best of America Fixed Income IV 12 American Funds American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $50K | 0.4% | |
| American Funds American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $21K | 0.1% | |
| Federated Government Federated Government Obligations Fund Premier | — | — | — | $20K | 0.1% | |
| American Funds American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $11K | <0.1% | |
| M American Century AMFDS 2040 TRGTDTRTRMT R6 | — | — | — | $3K | <0.1% |