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Original filing (PDF)20231113140037NAL0003719473001
ACCESS RN, INC.
Form 5500
FILING_RECEIVED
ACCESS RN, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.9 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
80
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS RN, INC..
Plan sponsor
Name
ACCESS RN, INC.
EIN
38-3655292
Address
1540 S. HOLLAND-SYLVANIA ROAD · HOLLAND, OH · 43537
Phone
(419) 698-1988
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-08-01
Filed
2023-11-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT SERVICES, LLC | 23-3038464 | PHILADELPHIA, PA | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF, INC | 25-1650062 | PITTSBURGH, PA | TPA | $0 | — |
Investments
12 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK EAFE EQUITY INDEX FUND CL PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| BLACKROCK EQUITY INDEX FUND PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2025 FUND PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2045 PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2055 PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONSERVATIVE 2045 PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2025 PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2035 PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2045 PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2055 PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE RETIREMENT PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
| MIDCAP GROWTH FUND PCS RETIREMENT, LLC · EIN 23-3038464 / PN 000 | Common Collective Trust | $0 | — |
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