How big is Access Retirement Services, LLC's plan?

Access Retirement Services, LLC's plan reported $2.9M in assets and 10 participants for 2025.

Original filing (PDF)20260114141652NAL0021941666001

Access Retirement Services, LLC

Name: Access Retirement Services, LLC — Access Retirement, Form 5500 (2025)
Creator: Access Retirement Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Access Retirement Services, LLC 401(k) Plan

401(k) retirement plan · Access Retirement Services, LLC's Access Retirement Services, LLC 401(k) Plan held $2.9M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

KAYE Steele signed Access Retirement Services, LLC's 2025 Form 5500 as plan administrator.

KAYE Steele — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Access Retirement Services, LLC's EIN is 62-1700633.

EIN 62-1700633

Plan number 001

Plan year 2025

ACK ID 20260114141652NAL0021941666001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Access Retirement Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Access Retirement Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ACCESS RETIREMENT SERVICES, LLC.

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