ACCESS INTELLIGENCE LLC 401(K) PLAN

  • Address: 9211 CORPORATE BOULEVARD,,ROCKVILLE,MD
  • Contact person: MACY FECTO
  • Phone: (301) 354-1511
Investment Options of ACCESS INTELLIGENCE LLC 401(K) PLAN (as of 2022)
PRIN LGCAP S&P 500 INDEX SA-I3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMCAP S&P 600 INDEX SA-I3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN MIDCAP S&P 400 IDX SA-I3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMALLCAP GROWTH I SA-I2 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LARGECAP GROWTH I SA-I2 (PRINCIPAL LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
PRIN LIFETIME HY 2010 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2015 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2020 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2025 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2030 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2035 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2040 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2045 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2050 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2055 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN INTL EQUITY INDEX SA-I3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRINCIPAL BOND MKT INDEX SA-I3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME HY 2060 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN LIFETIME HY 2065 CIT Z45 (PRINCIPAL GLOBAL INVESTORS TRUST CO)
INTERNATIONAL STOCK R1 FUND (WILMINGTON TRUST)
LARGE CAP VALUE R1 FUND (WILMINGTON TRUST, N.A.)
MID CAP GROWTH R1 FUND (WILMINGTON TRUST, N.A.)
SMALL CAP VALUE II R1 FUND (WILMINGTON TRUST, N.A.)
INTERNATIONAL EQUITY R1 FUND (WILMINGTON TRUST, N.A.)
PRINCIPAL STABLE VALUE FUND (PRINCIPAL GLOBAL INVESTORS TRUST CO)
PRIN U.S. PROPERTY SA-I3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN CORE PLUS BOND SEP ACT-I3 (PRINCIPAL LIFE INSURANCE COMPANY)

ACCESS INTELLIGENCE LLC 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of ACCESS INTELLIGENCE LLC 401(K) PLAN is $28,477,675.00.This plan was established in 2000.

At the end of 2022, the total number of retirement plan participants in ACCESS INTELLIGENCE LLC 401(K) PLAN is 327

In 2022, the average participant retirement account value for ACCESS INTELLIGENCE LLC 401(K) PLAN is $87,087.00

In 2022, the estimated average employee contribution amount per participant for ACCESS INTELLIGENCE LLC 401(K) PLAN is $5,090.00

In 2022, the estimated average employer match for an employee in ACCESS INTELLIGENCE LLC 401(K) PLAN is approximately $551.00

In 2022, ACCESS INTELLIGENCE LLC 401(K) PLAN allocates $180,289.00 to match its employees' contributions, providing an employer match rate of 10.75% of their contributions

In 2022, the total retirement plan asset growth rate of ACCESS INTELLIGENCE LLC 401(K) PLAN is -15.85%

In 2022, the estimated aggregate retirement account investment gain/loss for ACCESS INTELLIGENCE LLC 401(K) PLAN is -17.69%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ACCESS INTELLIGENCE LLC 401(K) PLAN is 0.36%.

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