Texas › Professional, scientific and technical services › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Access Pooled Employer Plan- Series II
Sponsored by Access Plans LLC, Wylie, TX
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2024, Access Pooled Employer Plan- Series II covered 7,594 participants and held $72.6M in net assets. The plan is a 401(k) plan sponsored by Access Plans LLC of Wylie, Texas. It is a multiple-employer plan covering the employees of more than one employer.
Net assets came to $9,562 per participant, well below the $64,499 median for defined contribution plans with 5,000 to 24,999 participants and well below the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $2.3M during the year, or $309 per active participant against a same-size median of $2,424; participants contributed $4.9M and $228K arrived as rollovers and other contributions. Benefits paid out totalled $3.0M.
Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $157K: $20.74 per participant, well below the same-size median of $53.38. Administrative expenses charged to the plan were $157K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $9,562 | $64,499 | $73,951 | $53,102 |
| Employer contributions per active participant | $309 | $2,424 | $3,219 | $2,175 |
| Schedule C compensation per participant | $20.74 | $53.38 | $148 | $123 |
| Schedule C compensation, share of net assets | 0.22% | 0.09% | 0.22% | 0.26% |
| Administrative expenses per participant | $20.74 | $54.85 | $140 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 5,000 to 24,999 participants (2,605 plans), professional, scientific and technical services (9,776) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 7,594 | $72.6M | $9,562 | $2.3M | $4.9M | $157K |
| 2023 | 948 | $16.6M | $17,501 | $121K | $325K | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$16,591,403
- Employer contributions$2,291,280
- Participant contributions$4,922,590
- Rollovers and other contributions$227,875
- Total contributions$7,441,745
- Total income, including investment results$11,310,655
- Benefits paid$3,013,947
- Administrative expenses$157,493
- Total expenses$3,323,619
- Net income$7,987,036
- Net transfers$48,037,446
- Net assets, end of year$72,615,885
Participants
- Active participants7,415
- Retired or separated, receiving benefits24
- Retired or separated, entitled to future benefits155
- Participants with account balances1,867
- Total participants, end of year7,594
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Alerus Financial NA | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Participant loan processing | $138,466 | $0 |
| Lee CPA Group | Accounting (including auditing) | $19,027 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other trustee fees and expenses$157,493
- Total administrative expenses$157,493
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$71.1M · 95.0%
- Cash (interest and non-interest bearing)$2.7M · 3.6%
- Participant loans$564K · 0.8%
- Receivables$470K · 0.6%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmLee CPA Group
- Participant contributions reported as transmitted lateYes, $301,552
- Covered by a fidelity bondNo
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2AAge/service weighted or new comparability or similar plan2EProfit-sharing plan2FERISA section 404(c) plan2GTotal participant-directed account plan2JCode section 401(k) feature2KCode section 401(m) arrangement3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541990: All Other Professional, Scientific, & Technical Services.
Other plans of Access Plans LLC
| Plan | Participants | Net assets |
|---|---|---|
| RMS Easyplan | 4,157 | $122M |
| RMS Easyplan -403(B) | 931 | $23.1M |
Similar plans in Texas
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Worley Group Inc. 401(k) Plan | Worley Group Inc. | 8,286 | $1.40B | $169,392 |
| Oldcastle Building Envelope 401(k) Plan | Oldcastle Building Envelope, Inc. | 7,000 | $333M | $47,500 |
| Tech Mahindra Americas 401(k) Plan | Tech Mahindra (Americas) Inc. | 8,723 | $136M | $15,613 |
| Driveline Retail Merchandising 401(k) Plan | Driveline Retail Merchandising Inc. | 6,877 | $7.0M | $1,021 |
| Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Tyler Technologies, Inc. | 9,094 | $1.45B | $159,808 |
| XBP 401(k) Plan | Sourcehov, LLC | 6,311 | $338M | $53,556 |
Defined contribution plans in professional, scientific and technical services closest in size.
Questions and answers
How big is Access Pooled Employer Plan- Series II?
7,594 participants at the end of the plan year ending 31 Dec 2024, of whom 7,415 were active employees, with net assets of $72,615,885. Among defined contribution plans that places it in the 5,000 to 24,999 participants band, which held 2,605 plans in plan year 2024.
What does Access Plans LLC contribute per participant?
The filing reports $2,291,280 in employer contributions for the year, which is $309 per active participant; the median for plans of the same type and size was $2,424 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $157,493 in compensation to service provider organisations, $20.74 per participant or 0.22% of net assets. The same-size median among plans reporting any Schedule C compensation was $53.38 per participant. Administrative expenses on Schedule H were $157,493. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Access Plans LLC. Recordkeeping or administration: Alerus Financial NA. Trustee or custodian: Alerus Financial NA. The financial statements were audited by Lee CPA Group. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 13 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 85-3473108, plan 005, received 13 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.