Access Management Services, LLC 401(K) Retirement Plan — Form 5500 plan (Access Management Services, LLC (Dba Colorado Access))
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Access Management Services, LLC 401(K) Retirement Plan is a benefit plan reported by Access Management Services, LLC (Dba Colorado Access) under EIN 90-0953904 and plan number 002. The latest loaded filing year is 2023. The filing reports 562 participants and $32,138,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access Management Services, LLC (Dba Colorado Access)
- EIN
- 90-0953904
- Plan number
- 002
- Plan type
- 2
- Location
- Aurora, CO
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $32,138,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H, C | 20240930125746NAL0002627107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,138,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,138,353
- Net assets (BOY)
- $25,224,464
Income & contributions
- Employer contributions
- $1,566,337
- Participant contributions
- $3,289,395
- Total contributions
- $5,216,364
- Total income / additions
- $10,046,911
Expenses & distributions
- Benefits paid
- $3,014,424
- Administrative expenses
- $118,598
- Total expenses
- $3,133,022
- Net increase / (decrease)
- $6,913,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $55,463 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $41,313 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $12,259 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,663 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Access Management Services, LLC (Dba Colorado Access)
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Aurora, CO
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation