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ACCESS WEALTH PLANNING, LLC

EIN 22-3772797-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
18
120 EAGLE ROCK AVENUE, SUITE 230 - EAST HANOVER, NJ 07936973-740-2400
Plans on this EIN
1 filing
#001401k-$3.5M - 18 part

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Retirement#001

ACCESS WEALTH PLANNING, LLC 401(K) PLAN

401k

Assets$3.5M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCESS WEALTH PLANNING, LLC 401(K) PLAN401k$3.5M182025
Retirement plans
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