How big is Access XP LLC's plan?

Access XP LLC's plan reported $7.5M in assets and 221 participants for 2024.

Original filing (PDF)20251013153716NAL0003403762001

Access XP LLC

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

Form 5500

FILING_RECEIVED

Access XP Retirement Plan

401(k) retirement plan · Access XP LLC's Access XP Retirement Plan held $7.5M in plan assets for 221 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

221

Accounts w/ balance

157

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan identifiers

Access XP LLC's EIN is 85-2333700.

EIN 85-2333700

Plan number 002

Plan year 2024

ACK ID 20251013153716NAL0003403762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Access XP 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 XP LLC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

ACCESS XP LLC

EIN

all filings

Address

2305 HISTORIC DECATUR ROAD, STE 100 · SAN DIEGO, CA · 92106

Phone

(619) 299-2200

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CDP FINANCIAL GROUP, LLC	45-4149114	LITTLETON, CO	INVESTMENT ADVISOR	$17K	—

Investments

26 direct securities· $7.5M(100% of reported assets)

Mutual Funds

$5.4M

9 holdings

Other securities

$1.8M

14 holdings

Common Stocks

$307K

1 holding

Bonds / Notes

$19K

1 holding

Cash / Money Market

$3K

1 holding

					% of plan
American Funds 2035 Target Date Mutual Fund	Mutual Funds	—	—	$1.4M	18.9%
American Funds 2045 Target Date Mutual Fund	Mutual Funds	—	—	$895K	11.9%
American Funds 2050 Target Date Mutual Fund	Mutual Funds	—	—	$786K	10.4%
American Funds 2055 Target Date Mutual Fund	Mutual Funds	—	—	$617K	8.2%
American Funds 2060 Target Date Mutual Fund	Mutual Funds	—	—	$554K	7.4%
American Funds 2030 Target Date Mutual Fund	Mutual Funds	—	—	$494K	6.6%
American Funds 2040 Target Date Mutual Fund	Mutual Funds	—	—	$488K	6.5%
Fundamental Investors Mutual Fund	Other securities	—	—	$465K	6.2%
The Investment Company of America Mutual Fund	Common Stocks	—	—	$307K	4.1%
The Growth Fund of America Mutual Fund	Other securities	—	—	$293K	3.9%
AMCAP Fund Mutual Fund	Other securities	—	—	$286K	3.8%
SmallCap World Fund Mutual Fund	Other securities	—	—	$174K	2.3%
Capital Income Builder Mutual Fund	Other securities	—	—	$137K	1.8%
Europacific Growth Fund Mutual Fund	Other securities	—	—	$117K	1.6%
Growth Portfolio Mutual Fund	Other securities	—	—	$111K	1.5%
American Balanced Fund Mutual Fund	Other securities	—	—	$81K	1.1%
American Funds 2065 Target Date Mutual Fund	Mutual Funds	—	—	$72K	1.0%
AF Conservative Growth and Income Mutual Fund	Other securities	—	—	$65K	0.9%
International Growth and Income Mutual Fund	Other securities	—	—	$41K	0.5%
American Funds 2015 Target Date Mutual Fund	Mutual Funds	—	—	$34K	0.5%
Growth and Income Portfolio Mutual Fund	Other securities	—	—	$19K	0.3%
Participant Loans Interest from 5.00% to 9.00% -0-	Bonds / Notes	—	—	$19K	0.3%
The New Economy Fund Mutual Fund	Other securities	—	—	$14K	0.2%
The Bond Fund of America Mutual Fund	Other securities	—	—	$10K	0.1%
AF Moderate Growth and Income Mutual Fund	Other securities	—	—	$10K	0.1%
AF U.S. Government Money Market Mutual Fund	Cash / Money Market	—	—	$3K	<0.1%