Axcess Financial Services Inc. 401(k) Plan: Login, Facts & Contact Information
Axcess Financial Services Inc. 401(k) Login
466 former Axcess Financial Services Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Axcess Financial Services Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.37 million went into the plan in contributions, $1.75 million of it from the employer (33%).
- $6.82 million was paid out to participants.
- Investment and other income added $7.45 million.
- Administrative expenses were $202,660, about $173 per account.
How the Axcess Financial Services Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 4,515 | $40.3 million | $2.07 million | $7.21 million |
| 2020 | 2,759 | $44.2 million | $1.86 million | $8.50 million |
| 2021 | 1,227 | $48.3 million | $1.64 million | $9.16 million |
| 2022 | 2,487 | $38.0 million | $1.48 million | $6.66 million |
| 2023 | 2,394 | $46.0 million | $1.24 million | $4.47 million |
| 2024 | 2,445 | $51.8 million | $1.75 million | $6.82 million |
Axcess Financial Services Inc. 401(k) Contact Information
Questions about the Axcess Financial Services Inc. 401(k)
Does Axcess Financial Services Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.75 million, 33% of all contributions.
Does the Axcess Financial Services Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Axcess Financial Services Inc 401(k) plan?
2,445 participants at the start of plan year 2024, 1,109 of them active employees, and 466 former employees who still had money in the plan.
What is the average 401(k) balance at Axcess Financial Services Inc?
About $44,213 per account: $51.8 million in plan assets across 1,172 accounts with a balance at the end of plan year 2024.
Who manages the Axcess Financial Services Inc 401(k) accounts?
T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Axcess Financial Services Inc. How do I access my 401(k)?
Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.