Access Plans USA 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Investment Menu Quality. Access Plans USA 401k Plan currently has over 100 active participants and over $1.5M in plan assets.
| Address |
4929 W Royal Ln Ste 200
Irving, TX 75063-2746 |
| Industry | Other Financial Vehicles |
| Administrator | Ian R. Stuart |
| Sponsor | V |
| Net Plan Assets | $1,470,000 |
| Total Participants | 150 |
| Avg Account Balance | $10,000 |
| Unified Financial Services | 73.8 |
| Bayrock Mortgage | 67.4 |
| J.G. Wentworth Management Company,... | 67.3 |
| American Recovery Service | 63.8 |
| Student Loan Finance | 49.6 |
| HCFS | 48.5 |
| 1. | ING Opportunistic Large Cap | 11% |
| 2. | ING Money Market | 10% |
| 3. | Invesco Constellation | 10% |
| Insurance Carrier | ING |
| Auditor | Huselton, Morgan & Maultsby |
| Insurance Advisor/Broker | Allstate Insurance and Financial Services |
| Recordkeeper | ING |

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