Plan Ledger DOL Form 5500 · updated monthly

Access Plans LLC401(k)

RMS EASYPLAN · WYLIE, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Access Plans LLC reported $230,443 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,539 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 1 year on file its reported administrative ratio rose from 0.01% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 544th-largest of 5,688 plans among Texas employers on file, and the 1,260th of 11,654 in professional & technical services. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$122,449,121
Participants with balances3,578
Active participants3,738
Employer contributions$5,751,619
Employee contributions$9,978,526
Employer contribution per active participant$1,539
Average account balance$34,223
Benefits paid to participants$6,497,738
Plan auditUnmodified (clean) audit opinion
AuditorLEE CPA GROUP
Plan history2
Yearassets · accounts · employer contribution
2024$122.4M · 3,578 accts · $5.8M emplr
2023$11.8M · 560 accts · $186K emplr
The Access Plans LLC 401(k) match · 2024
Employer contribution per active participant$1,539
Median for plans this size$3,635
2024$1,539 per active participant
2023$321 per active participant

Access Plans LLC's 2024 employer contribution ran below the $3,635 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 · 20242
ALERUS FINANCIAL NA · Recordkeeping · Trustee$217,443
LEE CPA GROUP · Accounting / audit$13,000

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

Recordkeeper by year2
2024Alerus, NATIONAL BENEFIT SERVICES
2023NATIONAL BENEFIT SERVICES

This plan has changed recordkeepers within these filings. If you left Access Plans LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$230,443 · 0.34%
2023$1,054 · 0.01%
All plans at this employer4
ACCESS POOLED EMPLOYER PLAN- SERIES II401(k)
RMS EASYPLAN401(k)
RMS EASYPLAN -403(B)403(b)
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1Profit-sharing plan
Similar plansProfessional & Technical Services · Texas
Argano, LLC TX$123.5M · 0.19%
Wood Mackenzie, Inc. TX$122.9M · 0.14%
Corgan Associates, Inc. TX$122.8M · 0.17%
Pbk Architects, Inc. TX$121.0M · 0.13%
D & M Holding Inc. TX$119.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853473108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.