Plan Ledger DOL Form 5500 · updated monthly

Access Intelligence LLC401(k)

ACCESS INTELLIGENCE LLC 401(K) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Access Intelligence LLC reported $94,358 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $902 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 424th-largest of 1,671 plans among Maryland employers on file, and the 339th of 786 in management of companies. In 2024, employees put in $10.43 for every $1.00 the employer contributed; active participation has shrunk from 206 to 183 since 2022.

Plan summary
Net assets, end of year$35,210,207
Participants with balances308
Active participants183
Employer contributions$165,019
Employee contributions$1,721,565
Employer contribution per active participant$902
Average account balance$114,319
Benefits paid to participants$3,927,409
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 308 accts · $165K emplr
2023$32.7M · 313 accts · $194K emplr
2022$28.5M · 335 accts · $180K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,358
Total administrative$94,358
The Access Intelligence LLC 401(k) match · 2024
Employer contribution per active participant$902
Median for plans this size$2,416
2024$902 per active participant
2023$1,015 per active participant
2022$875 per active participant

Access Intelligence LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$94,358
MML INVESTORS SERVICES LLC · Investment advisory (plan)indirect comp
TRIBRIDGE PARTNERS FINANCIAL LLC · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$94,358 · 0.28%
2023$83,370 · 0.27%
2022$102,768 · 0.33%
Same employer
Similar plansManagement of Companies · Maryland
B. F. Saul Company MD$263.3M · 0.13%
Mosaic Technologies Group MD$10.8M · 0.07%
Avian Holdings, Inc. MD$3.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522270063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.