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Original filing (PDF)20250610154230NAL0024865312001
ACCESSO, LLC
Form 5500
FILING_RECEIVED
ACCESSO 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
421
Accounts w/ balance
480
Plan assets (EOY)
$39.4M
Net assets (EOY)
$39.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESSO, LLC.
Plan sponsor
Name
ACCESSO, LLC
EIN
26-2981860
Address
100 TECHNOLOGY PARK, LAKE MARY, FL, · SUITE 165 · LAKE MARY, FL · 32746
Phone
(407) 333-7311
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABBEY STREET LLC | 82-4772597 | — | ADVISOR | $82K | — |
Investments
27 direct securities · 1 pooled fund· $39.4M(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
$34.8M
26 holdings
Mutual Funds
$3.6M
1 holding
Common Collective Trust
$907K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Vang Target Ret 2035 | — | — | — | $5.5M | 13.9% | |
| Fidelity Investments Vang Target Ret 2050 | — | — | — | $5.0M | 12.8% | |
| Vanguard Vang Target Ret 2045 | — | — | — | $4.6M | 11.7% | |
| Vanguard Vang Target Ret 2040 | — | — | — | $4.2M | 10.7% | |
| Vanguard Vang Target Ret 2055 | Mutual Funds | — | — | $3.6M | 9.2% | |
| Fidelity Investments Fid 500 Index | — | — | — | $3.3M | 8.5% | |
| JP Morgan Jpm Lg Cap Growth R6 | — | — | — | $2.2M | 5.6% | |
| Fidelity Investments Vang Target Ret 2030 | — | — | — | $2.0M | 5.2% | |
| Vanguard Vang Target Ret 2060 | — | — | — | $1.8M | 4.5% | |
| Vanguard Vang Target Ret 2025 | — | — | — | $1.1M | 2.7% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $907K | 2.3% | |
| Fidelity Investments Fid Small Cap Growth | — | — | — | $875K | 2.2% | |
| Vanguard Vang Equity Inc Adm | — | — | — | $530K | 1.3% | |
| maturing through January 2030 | — | — | — | $527K | 1.3% | |
| Massachusetts Financial Mfs Mid Cap Value R6 | — | — | — | $486K | 1.2% | |
| Janus Henderson J H Enterprise N | — | — | — | $427K | 1.1% | |
| American Funds Af Europac Growth R6 | — | — | — | $339K | 0.9% | |
| Fidelity Investments Fid Extd Mkt Idx | — | — | — | $250K | 0.6% | |
| Allspring Special As Spl Sm Cap Val R6 | — | — | — | $235K | 0.6% | |
| Fidelity Investments Fid Glb Ex Us Idx | — | — | — | $234K | 0.6% | |
| Vanguard Vang Target Ret Inc | — | — | — | $221K | 0.6% | |
| Fidelity Investments Vang Target Ret 2020 | — | — | — | $210K | 0.5% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $202K | 0.5% | |
| Fidelity Investments Fid Real Estate Idx | — | — | — | $166K | 0.4% | |
| Massachusetts Financial Mfs Intl New Disc R6 | — | — | — | $111K | 0.3% | |
| Metropolitan West Funds Metwest Tot Rtn Bd P | — | — | — | $102K | 0.3% | |
| Fidelity Investments Vang Gnma Adm | — | — | — | $59K | 0.2% | |
| Pioneer Investments Pioneer Strat Inc Y | — | — | — | $55K | 0.1% |
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