How big is Access Partnership, LLC's plan?

Access Partnership, LLC's plan reported $1.4M in assets and 14 participants for 2024.

Original filing (PDF)20250606092243NAL0009814211001

Access Partnership, LLC

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

Form 5500-SF

FILING_RECEIVED

Access Partnership, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Access Partnership, LLC's Access Partnership, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Caroline Willis signed Access Partnership, LLC's 2024 Form 5500 as plan administrator.

Caroline Willis — 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 Partnership, LLC's EIN is 84-3800703.

EIN 84-3800703

Plan number 001

Plan year 2024

ACK ID 20250606092243NAL0009814211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Access Partnership, 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 PARTNERSHIP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ACCESS PARTNERSHIP, LLC

EIN

all filings

Address

1730 RHODE ISLAND AVENUE NW · SUITE 512 · WASHINGTON, DC · 20036

Phone

(202) 503-1570

Industry

Professional & Technical Services

Plan administrator