Original filing (PDF)20250722135453NAL0003650864001

ACCESS COUNSELING SERVICES, LL

Name: ACCESS COUNSELING SERVICES, LL — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ACCESS COUNSELING SERVICES, LLC, Form 5500 (2024)
Creator: ACCESS COUNSELING SERVICES, LL

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ACCESS COUNSELING SERVICES, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS COUNSELING SERVICES, LL.

Plan sponsor

Name

ACCESS COUNSELING SERVICES, LL

EIN

45-4245368

Address

4465 S DIXIE HWY · MIDDLETOWN, OH · 450055463

Phone

(513) 649-8008

Industry

Health Care & Social Assistancesee 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

2025-07-22

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

SON DERMATOLOGY, P.C.

SON DERMATOLOGY, P.C. INCENTIVE SAVINGS PLAN AND TRUST

$1.3M · 2 participants

DIVERSIFIED IMAGING SERVICE

DIS 401K PLAN

$1.3M · 8 participants

JOHN Z WANG M.D. INC.

JOHN Z WANG M.D., INC. PENSION PLAN

$1.3M · 2 participants

HEART RHYTHM ASSOCIATES, PLLC

HEART RHYTHM ASSOCIATES, PLLC PROFIT SHARING PLAN

$1.3M · 8 participants

COUNTRY ROAD VETERINARY SERVICES LLC

COUNTRY ROAD VETERINARY SVCS 401(K) PLAN