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Original filing (PDF)20251029102945NAL0000583043001
ACCESS VG LLC
Form 5500
FILING_RECEIVED
ACCESS VG LLC 401(K) PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
137
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCESS VG LLC.
Plan sponsor
Name
ACCESS VG LLC
EIN
87-0432299
Address
1012 WEST BEARDSLEY PLACE · SALT LAKE CITY, UT · 84119
Phone
(801) 656-1497
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-10-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VALENTINE & CALDWELL CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | OTHER SERVICES | $0 | — |
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | OTHER SERVICES | $0 | — |
Investments
16 direct securities · 16 pooled funds· $13.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.0M
16 holdings
Common Collective Trust
$2.0M
12 holdings
Pooled Separate Account
$1.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Oakmark Equity & Income Fund Investor | — | — | — | $2.9M | 22.0% | |
| Fidelity Investments Fidelity Contrafund | — | — | — | $2.0M | 15.0% | |
| The American Funds American Funds Amer Bal R6 Fund | — | — | — | $1.4M | 10.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.0M | 7.7% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $870K | 6.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $832K | 6.4% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | — | — | — | $793K | 6.1% | |
| PIMCO Funds PIMCO Total Return Instl Fund | — | — | — | $636K | 4.9% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I Fund | — | — | — | $390K | 3.0% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | — | — | — | $385K | 2.9% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $357K | 2.7% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $276K | 2.1% | |
| Vanguard Group Vanguard Developing Markets Index Admiral Fund | — | — | — | $262K | 2.0% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $133K | 1.0% | |
| PGIM Investments PGIM Jennison Natural Resources Z Fund | — | — | — | $127K | 1.0% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $124K | 0.9% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $100K | 0.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $94K | 0.7% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $89K | 0.7% | |
| (E) | — | — | — | $84K | 0.6% | |
| American Century Investments American Century SC GR R6 Fund | — | — | — | $84K | 0.6% | |
| JP Morgan Funds Undisc Mgrs Behav Value R6 Fund | — | — | — | $82K | 0.6% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $77K | 0.6% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $43K | 0.3% | |
| PGIM Investments PGIM Global RE Z Fund | — | — | — | $40K | 0.3% | |
| Principal Life Insurance Company Principal Diversified International SA-Z | — | — | — | $6K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5K | <0.1% | |
| Victory Funds Victory Integrity Mid Cap Val R6 | — | — | — | $2K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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