ACCESS MEDICALS
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3453 of mapped providers
Assets under administration$18.3B0.0%Market share · rank #700
Fees received$119,882Median $30,312/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ACCESS MEDICALS plan look like?
Service mix · median fees per plan
Count of plans where ACCESS MEDICALS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 1 | $76,350 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $13,220 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $30,312 |
Competitor overlap
Percent of ACCESS MEDICALS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ACCESS MEDICALS.
| Sponsor | From | Assets |
|---|---|---|
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.GA · 582057721-005 | EQUITABLE ADVISORS LLC | $395M |
Plans lost in 2024
Appeared last year under ACCESS MEDICALS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEY PURCHASEWA · 911176302-002 | US BANK | $194M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FORD MOTOR COMPANYMI · 380549190-001 | $17.8B | 138,666 | $76,350 | 10y | - |
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.GA · 582057721-005 | $395M | 5,204 | $13,220 | 1y | 2 |
FB FINANCIAL CORPORATIONTN · 621216058-001 | $111M | 1,875 | $30,312 | 6y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into ACCESS MEDICALS.
- ACCESS FINANCIAL GROUP, INC.
- ACCESS INFORMATION PROTECTED
- ACCESS MEDICALS
- ACCESS PLAN ADMINISTRATION
- ACCESS PLAN ADMINISTRATION INC
- ACCESS PLAN ADMINISTRATION, INC
- ACCESS PLAN ADMINISTRATION, INC.
- ACCESS RETIREMENT
- ACCESS RETIREMENT SERIVCES LLC
- ACCESS RETIREMENT SERVCIES, LLC
- ACESS RETIREMENT SERVICES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ACCESS MEDICALS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ACCESS MEDICALS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent