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Original filing (PDF)20251020103919NAL0000602577001
ACCESS HEALTHCARE LLC
Form 5500
FILING_RECEIVED
ACCESS HEALTHCARE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
No auditor on file~101 bps in Sched C fees
Active participants
149
Accounts w/ balance
182
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS HEALTHCARE LLC.
Plan sponsor
Name
ACCESS HEALTHCARE LLC
EIN
80-0244479
Address
14 FARBER RD · PRINCETON, NJ · 085405913
Phone
(609) 297-0507
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | 13-4071393 | SYRACUSE, NY | ADVISOR | $6K | — |
Investments
31 direct securities· $2.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle 2050 Fund R6 Class 29,304 # | — | — | — | $427K | 19.8% | |
| Nuveen Lifecycle 2040 Fund R6 Class 33,174 # | — | — | — | $365K | 16.9% | |
| Nuveen Lifecycle 2035 Fund R6 Class 23,027 # | — | — | — | $246K | 11.4% | |
| Nuveen Lifecycle 2055 Fund R6 Class 11,218 # | — | — | — | $194K | 9.0% | |
| Nuveen Lifecycle 2060 Fund R6 Class 11,818 # | — | — | — | $178K | 8.2% | |
| Nuveen Lifecycle 2045 Fund R6 Class 12,478 # | — | — | — | $176K | 8.1% | |
| Fidelity 500 Index Fund 543 # | — | — | — | $111K | 5.1% | |
| Vanguard Federal Money Market Fund Investor Shares 91,418 # | — | — | — | $91K | 4.2% | |
| Nuveen Lifecycle 2030 Fund R6 Class 6,312 # | — | — | — | $65K | 3.0% | |
| Fidelity Nasdaq Composite Index Fund 212 # | — | — | — | $52K | 2.4% | |
| Nuveen Lifecycle 2025 Fund R6 Class 4,698 # | — | — | — | $46K | 2.2% | |
| Fidelity Mid Cap Index Fund 947 # | — | — | — | $32K | 1.5% | |
| Nuveen Core Plus Bond Fund R6 Class 3,463 # | — | — | — | $31K | 1.5% | |
| Nuveen Lifecycle 2065 Fund R6 Class 1,880 # | — | — | — | $25K | 1.1% | |
| American Funds U.S. Government Securities Fund Class R-6 1,360 # | — | — | — | $16K | 0.7% | |
| Vanguard Developed Markets Index Fund Admiral Shares 906 # | — | — | — | $14K | 0.6% | |
| Schwab Small Cap Index Fund 336 # | — | — | — | $12K | 0.6% | |
| American Funds New World Fund Class R-6 140 # | — | — | — | $11K | 0.5% | |
| JPMorgan Income Fund Class R6 1,175 # | — | — | — | $10K | 0.5% | |
| Fidelity Multi-Asset Index Fund 171 # | — | — | — | $10K | 0.5% | |
| DWS RREEF Real Estate Securities Fund - Class R6 356 # | — | — | — | $8K | 0.4% | |
| DFA U.S. Targeted Value Portfolio Institutional Class 214 # | — | — | — | $7K | 0.3% | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares 121 # | — | — | — | $5K | 0.3% | |
| American Funds New Perspective Fund Class R-6 62 # | — | — | — | $4K | 0.2% | |
| Nuveen Lifecycle 2010 Fund R6 Class 375 # | — | — | — | $4K | 0.2% | |
| Schwab Fundamental International Equity Index Fund 300 # | — | — | — | $3K | 0.1% | |
| Vanguard Selected Value Fund Investor Shares 103 # | — | — | — | $3K | 0.1% | |
| Vanguard Wellington Fund Admiral Shares 35 # | — | — | — | $3K | 0.1% | |
| Nuveen Lifecycle 2020 Fund R6 Class 209 # | — | — | — | $2K | <0.1% | |
| Empower Conservative Profile Fund Institutional Class 181 # | — | — | — | $2K | <0.1% | |
| Nuveen Lifestyle Aggressive Growth Fund R6 Class 85 # | — | — | — | $2K | <0.1% |