Joshua Lipman signed Access Management Services, LLC (DBA Colorado Access)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Management Services, LLC (DBA Colorado Access)'s EIN is 90-0953904.
Download the official 2024 Form 5500 (PDF) for Access Management Services, LLC (DBA Colorado Access) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access Management Services, LLC (DBA Colorado Access)'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $66K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $20K |
| — |
