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Original filing (PDF)20250918153822NAL0000737875001
ACCESS MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS)
Form 5500
FILING_RECEIVED
ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
433
Accounts w/ balance
595
Plan assets (EOY)
$37.8M
Net assets (EOY)
$37.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 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
- 40 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 MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS).
Plan sponsor
Name
ACCESS MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS)
EIN
90-0953904
Address
11100 E BETHANY DR · AURORA, CO · 80014
Phone
(720) 744-5304
Industry
Health Care & Social Assistancesee 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
2025-09-18
Pension benefit codes
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)
2E · Profit-sharing
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $66K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Investments
33 direct securities · 2 pooled funds· $39.1M(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
$37.3M
33 holdings
Common Collective Trust
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity* 500 Index | — | — | — | $4.9M | 13.0% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $3.8M | 10.0% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $3.1M | 8.3% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $2.9M | 7.5% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $2.7M | 7.1% | |
| Oriental Insurance AB Large Cap Growth Z Fund | — | — | — | $2.4M | 6.3% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $2.1M | 5.7% | |
| PIMCO Total Retirement Fund | — | — | — | $1.7M | 4.4% | |
| Putnam Fiduciary Trust Company Putnam Large Cap Value Trust IA Fund | — | — | — | $1.3M | 3.5% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $1.2M | 3.2% | |
| American Century Heritage Fund | — | — | — | $972K | 2.6% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $932K | 2.5% | |
| PIMCO Income Fund Institutional Class | — | — | — | $928K | 2.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $870K | 2.3% | |
| Fidelity* Self-directed brokerage account | — | — | — | $807K | 2.1% | |
| New World R6 | — | — | — | $733K | 1.9% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $662K | 1.8% | |
| Fidelity* Mid Cap Index | — | — | — | $652K | 1.7% | |
| Fidelity* International Index Fund | — | — | — | $606K | 1.6% | |
| Nuveen Real Estate Securities Fund | — | — | — | $572K | 1.5% | |
| 9.50 percent - | — | — | — | $535K | 1.4% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $502K | 1.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $500K | 1.3% | |
| Fidelity* Small Cap Index | — | — | — | $463K | 1.2% | |
| American Century Mid Cap Value Fund | — | — | — | $442K | 1.2% | |
| Fidelity* Small Cap Growth Fund | — | — | — | $390K | 1.0% | |
| American Century Small Cap Value Fund | — | — | — | $373K | 1.0% | |
| Parnassus Endeavor Fund | — | — | — | $230K | 0.6% | |
| Fidelity* U.S. Bond Index Fund | — | — | — | $212K | 0.6% | |
| MFS International New Discovery Fund | — | — | — | $203K | 0.5% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $76K | 0.2% | |
| T. Rowe Price Retirement Balance Fund | — | — | — | $29K | <0.1% | |
| Fidelity* Money market fund - Fidelity Government Money Market | — | — | — | $7K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $2K | <0.1% |
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