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Original filing (PDF)20251013175723NAL0001804321001
ACCESS GROUP, INC.
Form 5500
FILING_RECEIVED
ACCESS GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
346
Accounts w/ balance
156
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS GROUP, INC..
Plan sponsor
Name
ACCESS GROUP, INC.
EIN
62-1665314
Address
10618 BRECKENRIDGE DR · LITTLE ROCK, AR · 72211
Phone
(501) 217-8600
Industry
Educational Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS INC | 71-0641478 | — | NONE | $29K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $17K | — |
Investments
15 direct securities· $6.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Stock X Dodge & Cox 0 | — | — | — | $901K | 13.2% | |
| PGIM Jennison Growth R6 PGIM 0 | — | — | — | $842K | 12.3% | |
| T Rowe Price Small-Cap Value I T. Rowe Price 0 | — | — | — | $710K | 10.4% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $681K | 10.0% | |
| Invesco Discovery R6 Invesco 0 | — | — | — | $677K | 9.9% | |
| Loomis Sayles Global Bond Fund N Loomis Sayles 0 | — | — | — | $550K | 8.0% | |
| BlackRock Low Duration Bond Port K BlackRock 0 | — | — | — | $496K | 7.2% | |
| Invesco Discovery Mid Cap Growth R6 Invesco 0 | — | — | — | $454K | 6.6% | |
| Columbia Overseas Value I3 Columbia 0 | — | — | — | $342K | 5.0% | |
| (CL) T. Rowe Price Mid-Cap Value I T. Rowe Price 0 | — | — | — | $336K | 4.9% | |
| T. Rowe Price Intl Discovery I T. Rowe Price 0 | — | — | — | $321K | 4.7% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $258K | 3.8% | |
| Driehaus Emerging Mkts Growth Instl Driehaus 0 | — | — | — | $124K | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $89K | 1.3% | |
| Federated Hermes Govt Obl PRM Federated 0 | — | — | — | $59K | 0.9% |
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