Find an old Access Plans 401(k)
Access Pooled Employer Plan- Series II
Access Plans LLC · Plan 005 · EIN 85-3473108 · Wylie, TX
| Plan administrator | Alerus Financial NA 2300 S. Columbia, Grand Forks, ND 58201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Alerus Financial NA | Schedule C ↗ |
| Former employees with balances | 155 separated participants still had money in the plan | Form 5500 ↗ |
Rms Easyplan
Access Plans, LLC · Plan 006 · EIN 85-3473108 · Wylie, TX
| Plan administrator | Alerus Financial NA 2300 S. Columbia, Grand Forks, ND 58201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Alerus Financial NA | Schedule C ↗ |
| Former employees with balances | 389 separated participants still had money in the plan | Form 5500 ↗ |
Rms Easyplan -403(B)
Access Plans, LLC · Plan 007 · EIN 85-3473108 · Wylie, TX
| Plan administrator | Access Plans, LLC 940 W Fm 544, Unit 1749, Wylie, TX 75098 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 1 separated participants still had money in the plan | Form 5500 ↗ |
Access Solo Pooled Employer Plan - Series 1
Access Plans, LLC · Plan 001 · EIN 85-3473108 · Wylie, TX
| Plan administrator | Alerus Financial NA 2 Pine Tree Drive, Suite 310, Arden Hills, MN 55112 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
The Access Pooled Employer Plan - Series 1
Access Plans LLC · Plan 333 · EIN 85-3473108 · Wylie, TX
| Plan administrator | Access Plans LLC 940 West Fm 544 Unit 1749, Wylie, TX 75098 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | National Benefit Services | 2024 Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Access Plans 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Access Plans 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Alerus Financial NA, (800) 433-1685. The accounts are held by the recordkeeper, Alerus Financial NA. Have your Social Security number and dates of employment ready.
What is the Access Plans 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (800) 433-1685.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Access Plans and does not hold accounts. Not financial advice. Report a correction