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Original filing (PDF)20251015163035NAL0006771456001
ACCESS ONE INC.
Form 5500
FILING_RECEIVED
ACCESS ONE INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
154
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS ONE INC..
Plan sponsor
Name
ACCESS ONE INC.
EIN
36-3894321
Address
820 W JACKSON BLVD · SUITE 650 · CHICAGO, IL · 606073026
Phone
(312) 441-9999
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS, P. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
| CERITY PARTNERS RETIREMENT PLAN ADV | 35-2467663 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
15 direct securities · 14 pooled funds· $8.9M(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.
Common Collective Trust
$6.2M
12 holdings
Uncategorized
$2.7M
15 holdings
Pooled Separate Account
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $253K | 2.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $224K | 2.5% | |
| Vanguard Group Vanguard Developed Markets Index Fund | — | — | — | $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 | — | — | — | $139K | 1.6% | |
| Vanguard Group Vanguard Value Index Fund | — | — | — | $125K | 1.4% | |
| Fidelity Small-Cap Index Fund | — | — | — | $116K | 1.3% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $94K | 1.1% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Fund | — | — | — | $92K | 1.0% | |
| Vanguard Group Vanguard International Growth Fund | — | — | — | $90K | 1.0% | |
| Participants Notes receivable from participants (interest rates | — | — | — | $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 | — | — | — | $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 | — | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard Total International Bond Index Fund | — | — | — | $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% |
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