How big is Access to Independence's plan?

Access to Independence's plan reported $671K in assets and 14 participants for 2025.

Original filing (PDF)20260326144726NAL0002911539001

Access to Independence

Name: Access to Independence — Access to Independence, Form 5500 (2025)
Creator: Access to Independence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Access to Independence 401(k) Plan

401(k) retirement plan · Access to Independence's Access to Independence 401(k) Plan held $671K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

People on this filing

Anthony Warren signed Access to Independence's 2025 Form 5500 as plan administrator.

Anthony Warren — 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 to Independence's EIN is 34-1389369.

EIN 34-1389369

Plan number 001

Plan year 2025

ACK ID 20260326144726NAL0002911539001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Access to Independence'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 TO INDEPENDENCE.

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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