How big is Access Community Health Network's plan?

Access Community Health Network's plan reported $71.6M in assets and 1,071 participants for 2024.

Original filing (PDF)20251013161756NAL0003647426001

Access Community Health Network

Name: Access Community Health Network — Access Community, Form 5500 (2024)
Creator: Access Community Health Network
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Access Community Health Network Retirement Savings Plan

403(b) retirement plan · Access Community Health Network's Access Community Health Network Retirement Savings Plan held $71.6M in plan assets for 1,071 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

1,071

Accounts w/ balance

1,382

Plan assets (EOY)

$71.6M

Net assets (EOY)

$71.6M

People on this filing

Norma Tirado signed Access Community Health Network's 2024 Form 5500 as plan administrator.

Norma Tirado — 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 Community Health Network's EIN is 36-3317058.

EIN 36-3317058

Plan number 001

Plan year 2024

ACK ID 20251013161756NAL0003647426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Access Community Health Network from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Access Community Health Network's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACCESS COMMUNITY HEALTH NETWORK.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

ACCESS COMMUNITY HEALTH NETWORK

EIN

all filings

Address

600 WEST FULTON STREET, SUITE 200 · CHICAGO, IL · 606611262

Phone

(312) 526-2249

Industry

Outpatient Care Centers· Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$161K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	84-4519624	—	ADVISORY	$44K	—
MESIROW FINANCIAL INVESTMENT MGMT

Investments

31 direct securities· $71.6M(100% of reported assets)

Mutual Funds

$49.9M

18 holdings

Common Collective Trusts

$9.4M

1 holding

Other securities

$4.5M

7 holdings

Stable Value

$4.3M

1 holding

Common Stocks

$1.8M

1 holding

Bonds / Notes

$1.1M

1 holding

Self-Directed Brokerage

$536K

1 holding

U.S. Treasuries

$82K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$50.0M Lincoln Financial$4.3M Prudential / PGIM$2.5M Invesco$2.0M Victory Capital$1.8M American Funds (Capital Group)$1.7M Schwab$536K Loomis Sayles$240K TIAA / Nuveen$82K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
Vanguard 500 Index Admiral Class	Common Collective Trusts	—	—	$9.4M	13.1%
Vanguard Target Retirement 2045 Investor Shares	Mutual Funds	—	—	$6.9M	9.6%
Vanguard Target Retirement 2050 Investor Shares	Mutual Funds	—	—	$6.7M	9.3%
Vanguard Target Retirement 2040 Investor Shares	Mutual Funds	—	—	$6.4M	9.0%
Vanguard Target Retirement Income Investor Shares	Mutual Funds	—	—	$5.1M	7.2%
Lincoln Financial Group Lincoln Stable Value Account	Stable Value	—	—	$4.3M	6.1%
MFS Growth Class R6	Mutual Funds	—	—	$3.0M	4.3%
Vanguard Target Retirement 2055 Investor Shares	Mutual Funds	—	—	$3.0M	4.1%
Vanguard Target Retirement 2035 Investor Shares	Mutual Funds	—	—	$2.9M	4.1%
Vanguard Target Retirement 2030 Investor Shares	Mutual Funds	—	—	$2.7M	3.8%
Vanguard Total International Stock Index Admiral Shares	Mutual Funds	—	—	$2.2M	3.1%
Invesco and Oppenheimer Funds Invesco Oppenheimer Global Class I	Mutual Funds	—	—	$2.0M	2.9%
PGIM Total Return Bond Class R6	Other securities	—	—	$1.9M	2.7%
Vanguard Target Retirement 2025 Investor Shares	Mutual Funds	—	—	$1.9M	2.6%
Victory Capital Victory Sycamore Small Company Opp Class I	Common Stocks	—	—	$1.8M	2.5%
American Funds American Funds Europacific Growth Class R6	Mutual Funds	—	—	$1.7M	2.4%
Carillon Eagle Mid Cap Growth Class R6	Other securities	—	—	$1.4M	2.0%
Putnam Large Cap Value	Mutual Funds	—	—	$1.3M	1.8%
Vanguard Mid Cap Index Admiral Shares	Mutual Funds	—	—	$1.2M	1.7%
MFS Mid Cap Value Class R6	Mutual Funds	—	—	$1.2M	1.7%
Vanguard Small Cap Index Admiral Shares	Mutual Funds	—	—	$1.1M	1.5%
Participants Participant Loans Rates from 3.25% to 9.50% -	Bonds / Notes	—	—	$1.1M	1.5%
PGIM Global Real Estate Class Z	Other securities	—	—	$608K	0.8%
Schwab Self Directed Brokerage Account	Self-Directed Brokerage	—	—	$536K	0.7%
Vanguard Target Retirement 2060 Investor Shares	Mutual Funds	—	—	$352K	0.5%
Loomis Sayles Small Cap Growth Class N	Other securities	—	—	$240K	0.3%
Hartford World Bond Class R6	Other securities	—	—	$196K	0.3%
Parnassus Core Equity Institutional Shares	Other securities	—	—	$106K	0.1%
Nuveen Core Impact Bond	U.S. Treasuries	—	—	$82K	0.1%
Vanguard Target Retirement 2065 Investor Shares	Mutual Funds	—	—	$59K	<0.1%
Hartford Funds Hartford Schroders International Stock Class SDR	Other securities	—	—	$52K	<0.1%