How big is A. J. Mortgage Services, Inc./Access Capital's plan?

A. J. Mortgage Services, Inc./Access Capital's plan reported $9.8M in assets and 14 participants for 2023.

Original filing (PDF)20250715110826NAL0002022353001

A. J. Mortgage Services, Inc./Access Capital

Name: A. J. Mortgage Services, Inc./Access Capital — Form 5500 Plan 002 (2023)
Creator: A. J. Mortgage Services, Inc./Access Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A. J. Mortgage Services, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · A. J. Mortgage Services, Inc./Access Capital's A. J. Mortgage Services, Inc. 401(k) Profit Sharing Plan and Trust held $9.8M in plan assets for 14 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan identifiers

A. J. Mortgage Services, Inc./Access Capital's EIN is 43-1762199.

EIN 43-1762199

Plan number 002

Plan year 2023

ACK ID 20250715110826NAL0002022353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for A. J. Mortgage Services, Inc./Access Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

A. J. Mortgage Services, Inc./Access Capital's plan includes ERISA 404(c) participant direction, profit-sharing, 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 A. J. MORTGAGE SERVICES, INC./ACCESS CAPITAL.

Finding similar companies…

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