AMY Wallace signed Access Plans LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Plans LLC's EIN is 85-3473108.
Download the official 2024 Form 5500 (PDF) for Access Plans LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access Plans LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | 45-6062081 | — | NONE | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA GROUP | 81-4637885 | — | NONE | $19K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
