Plan Ledger DOL Form 5500 · updated monthly

Access Xp LLC401(k)

ACCESS XP RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Access Xp LLC reported $24,755 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $3,482 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (6,172nd of 9,483), and 792nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,530,630
Participants with balances157
Active participants221
Employer contributions$769,520
Employee contributions$1,292,055
Employer contribution per active participant$3,482
Average account balance$47,966
Benefits paid to participants$485,957
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,755
Total administrative$24,755
The Access Xp LLC 401(k) match · 2024
Employer contribution per active participant$3,482
Median for plans this size$1,313

Access Xp LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
CDP FINANCIAL GROUP, LLC · Investment advisory (participants) · Investment advisory (plan)$17,358

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

Administrative cost history1
2024$24,755 · 0.39%
Same employer
Similar plansArts, Entertainment & Recreation · California
Active Wellness, LLC CA$7.3M · 0.57%
The Beach Club CA$7.2M · 0.39%
Studio 71, LP CA$7.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852333700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.