Assets by plan
Share of aggregate retirement assets
- RMS EASYPLAN (#006)$320.8M
- PLAN- SERIES II (#005)$120.7M
- - SERIES 1 (#001)$2.3M
Filings through .
Access Plans, LLC
EIN 85-3473108financial servicesLatest filing 2025
Plans
5
Retirement
5
$470.8M assets
Health & Benefits
0
Participants
20,515
Retirement portfolio analytics
5 plans aggregated / $470.8M assets / 20,515 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ALERUS FINANCIAL, N.A.$468.5M
- (Not disclosed)$2.3M
Participants by plan
Active + retired + deferred vested
- RMS EASYPLAN (#006)11,198
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#006
RMS EASYPLAN
401(k)
Assets$320.8M
Participants11,198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
ACCESS POOLED EMPLOYER PLAN- SERIES II
401(k)
Assets$120.7M
Participants8,521
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
RMS EASYPLAN -403(B)
403(b)
Assets$26.9M
Participants775
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ACCESS SOLO POOLED EMPLOYER PLAN - SERIES 1
401(k)
Assets$2.3M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#333
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1
Profit-sharing
Assets$2K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
5 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #006 | RMS EASYPLAN | 401(k) | $320.8M | 11,198 | 2025 |
| #005 | ACCESS POOLED EMPLOYER PLAN- SERIES II | 401(k) | $120.7M | 8,521 | 2025 |
| #007 | RMS EASYPLAN -403(B) | 403(b) | $26.9M | 775 | 2025 |
| #001 | ACCESS SOLO POOLED EMPLOYER PLAN - SERIES 1 | 401(k) | $2.3M | 17 | 2024 |
| #333 | THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 | Profit-sharing | $2K | 4 | 2024 |
- RMS EASYPLAN$320.8M#006 · 401(k) · 202511,198
- #005 · 401(k) · 20258,521
- RMS EASYPLAN -403(B)$26.9M#007 · 403(b) · 2025775
- #001 · 401(k) · 202417
- #333 · Profit-sharing · 20244
Retirement plans