How big is Access Wealth Solutions' plan?

Access Wealth Solutions' plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20251002131748NAL0001285682001

Access Wealth Solutions

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

Form 5500-SF

FILING_RECEIVED

Access Wealth Solutions Profit Sharing Plan

Defined-contribution retirement plan · Access Wealth Solutions' Access Wealth Solutions Profit Sharing Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Michael HYAT signed Access Wealth Solutions' 2024 Form 5500 as plan administrator.

Michael HYAT — 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 Wealth Solutions' EIN is 75-3011412.

EIN 75-3011412

Plan number 001

Plan year 2024

ACK ID 20251002131748NAL0001285682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Access Wealth Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Access Wealth Solutions' plan includes profit-sharing, 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 WEALTH SOLUTIONS.

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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