How big is Accessehr Insurance Services' plan?

Accessehr Insurance Services' plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250511232551NAL0024403216001

Accessehr Insurance Services

Name: Accessehr Insurance Services — Accessehr Insurance, Form 5500 (2024)
Creator: Accessehr Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accessehr Insurance Services 401(k) Plan

401(k) retirement plan · Accessehr Insurance Services' Accessehr Insurance Services 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Matthew Lemen signed Accessehr Insurance Services' 2024 Form 5500 as plan administrator.

Matthew Lemen — 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

Accessehr Insurance Services' EIN is 83-2965715.

EIN 83-2965715

Plan number 001

Plan year 2024

ACK ID 20250511232551NAL0024403216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accessehr Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Accessehr Insurance Services' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACCESSEHR INSURANCE SERVICES.

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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