How big is Access Advisory Group, LLC's plan?

Access Advisory Group, LLC's plan reported $147K in assets and 2 participants for 2023.

Original filing (PDF)20241010193855NAL0010378883001

Access Advisory Group, LLC

Name: Access Advisory Group, LLC — Access Advisory Group, Form 5500 (2023)
Creator: Access Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Access Advisory Group, LLC 401(k) Plan

401(k) retirement plan · Access Advisory Group, LLC's Access Advisory Group, LLC 401(k) Plan held $147K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

Plan identifiers

Access Advisory Group, LLC's EIN is 26-3063346.

EIN 26-3063346

Plan number 001

Plan year 2023

ACK ID 20241010193855NAL0010378883001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Access Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Access Advisory Group, 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 ACCESS ADVISORY GROUP, 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