Impact 401(k) Plan
Sponsored by Impact Tech Inc. · EIN 261120226 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 441
- With balances
- 537
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Research & Advisory Group, Inc. CRD 126246 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $55,251 |
| Investment Research & Advisory | Investment advisory (plan) | $25,000 |