AUMdb

Impact Nw 401(k) Profit Sharing Plan & Trust

Sponsored by Impact Nw · EIN 930557964 · Plan #002

Total assets
$3.7M
Net assets
$3.7M
Active participants
246
With balances
365

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Investment advisory (participants) $15,759
Paychex, Inc. Recordkeeping $11,445