Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACCESS PLANS, LLC
EIN 85-3473108financial servicesLatest filing 2024
Plans
5
Retirement
5
$226.2M assets
Welfare
0
Participants
12,703
Retirement portfolio analytics
5 plans aggregated / $226.2M assets / 12,703 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
89%top
- ALERUS FINANCIAL, N.A.89%
- (Not disclosed)11%
- NATIONAL BENEFIT SERVICES, LLC0%
Participants by plan
Active + retired + deferred vested
- RMS EASYPLAN (#006)4,157
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
RMS EASYPLAN
401k
Assets$125.9M
Participants4,157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ACCESS POOLED EMPLOYER PLAN- SERIES II
401k
Assets$74.9M
Participants7,594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
RMS EASYPLAN -403(B)
403b
Assets$23.1M
Participants931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACCESS SOLO POOLED EMPLOYER PLAN - SERIES 1
401k
Assets$2.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1
ProfitSharing
Assets$2K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | RMS EASYPLAN | 401k | $125.9M | 4,157 | 2024 | |
| 005 | ACCESS POOLED EMPLOYER PLAN- SERIES II | 401k | $74.9M | 7,594 | 2024 | |
| 007 | RMS EASYPLAN -403(B) | 403b | $23.1M | 931 | 2024 | |
| 001 | ACCESS SOLO POOLED EMPLOYER PLAN - SERIES 1 | 401k | $2.3M | 17 | 2024 | |
| 333 | THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 | ProfitSharing | $2K | 4 | 2024 |
Retirement plans