Plan Ledger DOL Form 5500 · updated monthly

Accesso, LLC401(k)

ACCESSO 401(K) RETIREMENT PLAN · LAKE MARY, FL · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Accesso, LLC reported $168,686 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $4,002 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 3 years on file its reported administrative ratio fell from 0.43% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 548th-largest of 3,644 plans among Florida employers on file, and the 2,861st of 11,654 in professional & technical services. In 2025, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,776,297
Participants with balances469
Active participants413
Employer contributions$1,652,699
Employee contributions$3,577,336
Employer contribution per active participant$4,002
Average account balance$101,868
Benefits paid to participants$3,943,775
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$47.8M · 469 accts · $1.7M emplr
2024$39.4M · 480 accts · $1.5M emplr
2023$31.2M · 447 accts · $1.4M emplr
2022$23.8M · 436 accts · $1.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$68,002
Investment management$100,684
Total administrative$168,686
The Accesso, LLC 401(k) match · 2025
Employer contribution per active participant$4,002
Median for plans this size$2,666
2025$4,002 per active participant
2024$3,667 per active participant
2023$3,692 per active participant
2022$3,178 per active participant

Accesso, LLC's 2025 employer contribution ran above the $2,666 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ABBEY STREET LLC · Investment advisory (plan)$100,684
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$68,002

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

Administrative cost history4
2025$168,686 · 0.39%
2024$139,265 · 0.39%
2023$110,637 · 0.40%
2022$104,171 · 0.43%
Same employer
Similar plansProfessional & Technical Services · Florida
Rogers Towers, P.A. FL$52.2M · 0.14%
Tripp Scott, P.A. FL$52.1M · 0.14%
Drmp, Inc. FL$45.0M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262981860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.