Jessica Durkin signed Access One Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access One Inc.'s EIN is 36-3894321.
Download the official 2024 Form 5500 (PDF) for Access One Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access One Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
| CERITY PARTNERS RETIREMENT PLAN ADV |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 18.1% | |
| Vanguard Group Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 14.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 11.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.0M | 11.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $802K | 9.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $606K | 6.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $570K | 6.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $294K | 3.3% | |
| Vanguard Group Vanguard Growth Index Fund | Common Collective Trusts | — | — | $253K | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $224K | 2.5% | |
| Vanguard Group Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $193K | 2.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $178K | 2.0% | |
| Vanguard Group Vanguard Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $139K | 1.6% | |
| Vanguard Group Vanguard Value Index Fund | Common Collective Trusts | — | — | $125K | 1.4% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $116K | 1.3% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $94K | 1.1% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $92K | 1.0% | |
| Vanguard Group Vanguard International Growth Fund | Mutual Funds | — | — | $90K | 1.0% | |
| Participants Notes receivable from participants (interest rates | Other securities | — | — | $73K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $68K | 0.8% | |
| Vanguard Group Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $32K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $185 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-2467663 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
