How big is Access Point Financial, LLC's plan?

Access Point Financial, LLC's plan reported $6.8M in assets and 31 participants for 2024.

Original filing (PDF)20250916102538NAL0004842018001

Access Point Financial, LLC

Name: Access Point Financial, LLC — Access Point Financial, Form 5500 (2024)
Creator: Access Point Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Access Point Financial 401(k) Profit Sharing Plan

401(k) retirement plan · Access Point Financial, LLC's Access Point Financial 401(k) Profit Sharing Plan held $6.8M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Access Point Financial, LLC's EIN is 45-2746880.

EIN 45-2746880

Plan number 002

Plan year 2024

ACK ID 20250916102538NAL0004842018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Access Point Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Access Point Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 POINT FINANCIAL, LLC.

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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