Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Access Retirement Services, LLC
Most often reported for recordkeeping and administration
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Access Retirement Services, LLC is named as a service provider on the Schedule C of 27 retirement plans with 100 or more participants for plan year 2024, covering 32,422 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $359K. Per plan, the median was $27.56 per participant, with the middle half of plans between $7.34 and $45.67. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Tennessee (24), Georgia (1) and Pennsylvania (1).
In 2009 it appeared on 5 such filings; in 2024, 27. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $7.34 | $27.56 | $45.67 |
| Compensation as a share of plan net assets | 0.03% | 0.06% | 0.16% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Sunrun Inc. 401(k) Plan | Sunrun Inc. | CA | 11,426 | $366M | $2,250 |
| The Independent School Group Retirement Plan (Misbo) | Mid-South Independent School Business Officers, Inc. | GA | 5,204 | $395M | $13K |
| Newport Healthcare 401(k) Plan | Monroe Operations, LLC | TN | 3,883 | $51.3M | $16K |
| Firstbank 401(k) Savings Plan & Trust | FB Financial Corporation | TN | 1,875 | $111M | $30K |
| Chancelight Inc. 401(k) Profit Sharing Plan & Trust | Chancelight, Inc. | TN | 1,561 | $24.8M | $11K |
| Distributing Services 401(k) Plan | Paladin Capital, Inc. | TN | 1,128 | $26.1M | $5,695 |
| Marigold 401(k) Plan | Marigold Group, Inc. | TN | 1,015 | $76.7M | $15K |
| Southern Orthodontic Partners 401(k) Plan | Southern Orthodontic Partners Management, LLC | TN | 1,011 | $30.1M | $6,502 |
| TCW Retirement Plan | TCW Admin, Inc. | TN | 722 | $19.5M | $22K |
| Lipman Brothers LLC Savings Plan | Lipman Brothers LLC | TN | 565 | $34.3M | $0 |
| Enterprise Electric, LLC Employee 401(k) Plan | Enterprise Electric, LLC | TN | 397 | $11.9M | $500 |
| University School of Nashville Retirement Plan | University School of Nashville | TN | 395 | $44.5M | $15K |
| Key Rehabilitation, Inc. 401(k) Retirement Plan | Key Rehabilitation Inc. | TN | 350 | $7.7M | $6,776 |
| Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan | Primeritus Financial Services, Inc. | TN | 300 | $8.1M | $20K |
| Eco-Energy, LLC 401(k) Profit Sharing Plan and Trust | Eco-Energy, LLC | TN | 299 | $19.5M | $11K |
| Stage Employees Local No 46 Employee Savings Plan | IATSE 7 Moving Picture Machine Operators of the U.S. & Canada Local 46 | TN | 251 | $5.4M | $11K |
| Wellvana 401(k) Plan | Wellvana Integration Partners, LLC | TN | 250 | $2.9M | $11K |
| Healthcare Bluebook 401(k) Plan | Careoperative, LLC | TN | 202 | $3.9M | $8,460 |
| Retirement Plan for the Employees of Buffalo Valley, Inc. | Buffalo Valley, Inc. | TN | 198 | $7.6M | $2,200 |
| Brentwood Academy Defined Contribution Plan | Brentwood Academy | TN | 198 | $12.9M | $42K |
| Brentwood Academy Retirement Plan | Brentwood Academy | TN | 198 | $8.2M | $55K |
| Thompson Distribution 401(k) Plan | Mta Distributors, LLC | TN | 195 | $8.9M | $5,375 |
| The M & W Logistics Group, Inc. 401(k) Plan | The M & W Logistics Group, Inc. | TN | 191 | $7.6M | $12K |
| BTG International Inc. Profit Sharing 401(k) Plan | BTG Specialty Pharmaceuticals | PA | 186 | $22.5M | $23K |
| Nacpc 401(k) Plan | North American Chassis Pool Cooperative, LLC | TN | 174 | $3.6M | $0 |
| The Mathews Company 401(k) Plan | The Mathews Company, LLC | TN | 144 | $13.7M | $11K |
| Aviation Manpower Solutions 401(k) Plan | Aviation Manpower Solutions | TN | 104 | $1.9M | $789 |
Questions and answers
How many plans does Access Retirement Services, LLC serve?
27 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Access Retirement Services, LLC?
The median plan reported $27.56 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.06% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Other services (9 plans), Contract Administrator (8 plans), Recordkeeping and information management (5 plans) and Consulting (general) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.