Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACCESS WEALTH SOLUTIONS
EIN 75-3011412Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
12730 HIGH BLUFF DRIVE, SUITE 120 - SAN DIEGO, CA 92130858-676-3322
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACCESS WEALTH SOLUTIONS 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ACCESS WEALTH SOLUTIONS DEFINED BENEFIT PLAN
CashBalance
Assets$474K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACCESS WEALTH SOLUTIONS 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 2 | 2025 | |
| 002 | ACCESS WEALTH SOLUTIONS DEFINED BENEFIT PLAN | CashBalance | $474K | 2 | 2025 |
Retirement plans