THE ACCESS POOLED EMPLOYER PLAN - SERIES 1
Plan Contact
Please log in to view contact information.
Plan General Information
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is $36,069,762.00.This plan was established in 2021.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is 3667
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is $9,836.00
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is $3,759.00.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is approximately $984.00
Investing in this additonal $984.00 for 20 years would give you extra $62,979.00, assuming a 10% annual return.
Investing in this additonal $984.00 for 20 years would give you extra $62,979.00, assuming a 10% annual return.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Employer Contribution and Match Rate
In 2023, THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 allocates $3,608,510.00 to match its employees' contributions, providing an employer match rate of 52.35% of their contributions
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is 11.40%.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is -9.06%. This measures the effectiveness of the plan participants' investments in the year.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Expense Ratio
In 2023, the investment and administrative expense ratio of THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is 0.38%.
Enrollment Features
Recent Articles
- Retirement Withdrawals in Optimal Order
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...