Access Plans 401(k) and retirement plans

Access Plans LLC, Wylie, TX. EIN 85-3473108. Annual reports 2022–2024. Also filed as Access Plans, LLC.

Access Plans LLC has 4 active retirement plans on file. The largest is the Access Pooled Employer Plan- Series II, with 7,594 participants and $72.6 million in assets in 2024. Alerus is its recordkeeper. No traditional pension plan appears in Access Plans's filings since 2022.

Active plans: 4
Participants: 12,699
Plan assets: $220 million
401(k) recordkeeper: Alerus
Plans on file: 5
Industry: Professional services

All 5 plans

Active plans first

Access Pooled Employer Plan- Series II

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 85-3473108
Participants (2024): 7,594
Net assets (2024): $72.6 million
Recordkeeper: Alerus2024
Plan administrator: Alerus Financial NA
2300 S. Columbia
Grand Forks, ND 58201
(800) 433-1685As filed for 2024
In effect since: January 1, 2023

Plans merged into this one: The Access Pooled Employer Plan - Series 1 (2024).

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,594	$72.6 million	Alerus
2023	948	$16.6 million	not listed

RMS Easyplan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 85-3473108
Participants (2024): 4,157
Net assets (2024): $122 million
Recordkeeper: Alerus2024
Plan administrator: Alerus Financial NA
2300 S. Columbia
Grand Forks, ND 58201
(800) 433-1685As filed for 2024
In effect since: January 1, 2023

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,157	$122 million	Alerus
2023	712	$11.8 million	not listed

RMS Easyplan -403(b)

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 85-3473108
Participants (2024): 931
Net assets (2024): $23.1 million
Plan administrator: Access Plans, LLC
940 W FM 544, Unit 1749
Wylie, TX 75098
(214) 552-5064As filed for 2024
In effect since: January 1, 2024

Access Solo Pooled Employer Plan - Series 1

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 85-3473108
Participants (2024): 17
Net assets (2024): $2.3 million
Plan administrator: Alerus Financial NA
2 Pine Tree Drive, Suite 310
Arden Hills, MN 55112
(800) 433-1685As filed for 2024
In effect since: January 1, 2021

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17	$2.3 million	not listed
2023	15	$1.6 million	not listed
2022	4	$56,372	not listed

The Access Pooled Employer Plan - Series 1

Profit-sharing planMerged

Merged. In 2024 its assets moved to the Access Pooled Employer Plan - Series II, sponsored by Access Plans LLC (EIN 85-3473108, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 333Employer EIN 85-3473108
Participants (2023): 3,682
Net assets (2023): $36.0 million
Recordkeeper: National Benefit Services2022–2023
Plan administrator: Access Plans LLC
940 West FM 544 Unit 1749
Wylie, TX 75098
(214) 552-5064As filed for 2024
In effect since: January 1, 2021

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	3,682	$36.0 million	National Benefit Services
2022	3,809	$36.7 million	National Benefit Services

If you had money in one of these plans

Call Alerus, which runs the Access Pooled Employer Plan- Series II. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 433-1685). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 5 plans

Access Pooled Employer Plan- Series II

RMS Easyplan

RMS Easyplan -403(b)

Access Solo Pooled Employer Plan - Series 1

The Access Pooled Employer Plan - Series 1

If you had money in one of these plans

What these numbers are

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