Plan Ledger DOL Form 5500 · updated monthly

Accesso Partners, LLC401(k)

ACCESSO PARTNERS, LLC 401K PROFIT SHA ING PLAN AND TRUST · HALLANDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Accesso Partners, LLC reported $38,866 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,429 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 0.70% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,601st-largest of 3,644 plans among Florida employers on file, and the 995th of 2,096 in real estate & leasing. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has shrunk from 142 to 116 since 2022.

Plan summary
Net assets, end of year$11,872,526
Participants with balances154
Active participants116
Employer contributions$397,798
Employee contributions$966,680
Employer contribution per active participant$3,429
Average account balance$77,094
Benefits paid to participants$1,972,417
Plan auditUnmodified (clean) audit opinion
AuditorCHERRY BERKAERT, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 154 accts · $398K emplr
2023$10.7M · 132 accts · $375K emplr
2022$8.9M · 167 accts · $420K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,866
Total administrative$38,866
The Accesso Partners, LLC 401(k) match · 2024
Employer contribution per active participant$3,429
Median for plans this size$2,416
2024$3,429 per active participant
2023$2,885 per active participant
2022$2,957 per active participant

Accesso Partners, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$22,267
ADP INC · Loan processing · Recordkeeping$16,599

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill, John Hancock

This plan has changed recordkeepers within these filings. If you left Accesso Partners, 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 history3
2024$38,866 · 0.34%
2023$45,464 · 0.46%
2022$65,053 · 0.70%
Similar plansReal Estate & Leasing · Florida
Cenvill Recreation, Inc FL$12.5M · 0.39%
Crm Management, LLC FL$11.9M · 0.55%
The Altman Companies, LLC FL$10.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200543064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.