Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Access Retirement Services, LLC
Access Retirement Services, LLC
- Service provider, as named on Schedule C
- EIN 621700633
- Plan year 2024
- Direct compensation reported $136,592
Assets of those plans
$454,438,214
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$136,592
63% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 49 | Other services | 8 |
| 13 | Contract administrator | 4 |
| 15 | Recordkeeping and information management | 4 |
| 50 | Direct payment from the plan | 4 |
| 37 | Participant loan processing | 3 |
| 64 | Recordkeeping fees | 3 |
| 99 | Other fees | 3 |
| 16 | Consulting (general) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Firstbank 401(k) Savings Plan & Trust | FB Financial | $111,280,552 | 1,833 | $30,312 |
| Marigold 401(k) Plan | Marigold Group | $76,663,319 | 937 | $15,030 |
| Newport Healthcare 401(k) Plan | Monroe Operations | $51,328,624 | 2,038 | $8,028 |
| Lipman Brothers LLC Savings Planrecordkeeper | Lipman Brothers | $34,339,391 | 565 | $0 |
| Southern Orthodontic Partners 401(k) Plan | Southern Orthodontic Partners Management | $30,104,715 | 606 | $0 |
| Distributing Services 401(k) Plan | Paladin Capital | $26,139,276 | 819 | $0 |
| Chancelight Inc 401k Profit Sharing Plan & Trust | Chancelight | $24,830,783 | 566 | $0 |
| TCW Retirement Plan | TCW Admin | $19,543,682 | 715 | $22,200 |
| The Mathews Company 401k Planrecordkeeper | Mathews | $13,695,841 | 122 | $10,850 |
| Enterprise Electric, LLC Employee 401(k) Planrecordkeeper | Enterprise Electric | $11,881,406 | 163 | $500 |
| Thompson Distribution 401(k) Plan | MTA Distributors | $8,868,786 | 163 | $5,375 |
| Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan | Primeritus Financial Services | $8,062,676 | 279 | $19,882 |
| Key Rehabilitation, Inc 401(k) Retirement Plan | Key Rehabilitation | $7,701,797 | 166 | $0 |
| The M & W Logistics Group, Inc. 401k Planrecordkeeper | M & W Logistics Group | $7,634,400 | 118 | $12,055 |
| Retirement Plan for the Employees of Buffalo Valley, Inc. | Buffalo Valley | $7,580,459 | 198 | $2,200 |
| Stage Employees Local No 46 Employee Savings Plan | Iatse 7 Moving Picture Machine Operators of the U.S. & Canada Local 46 | $5,363,736 | 250 | $1,700 |
| Healthcare Bluebook 401(k) Plan | Careoperative | $3,883,852 | 96 | $8,460 |
| Nacpc 401(k) Plan | North American Chassis Pool Cooperative | $3,610,907 | 157 | $0 |
| Aviation Manpower Solutions 401(k) Plan | Aviation Manpower Solutions | $1,924,012 | 101 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.