Impact Advisors, Llc 401(k) Plan
Sponsored by Impact Advisors, Llc · EIN 208207247 · Plan #001
- Total assets
- $58.4M
- Net assets
- $58.4M
- Active participants
- 642
- With balances
- 525
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 |
|---|---|---|
| Ashe Benefits 401(k) Advisory Services, Ltd. CRD 289513 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ashe Benefits 401(k) Adv. Services | Investment advisory (plan) | $115,893 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $47,279 |
| Empower Advisory Group Llc | Investment management | $26,791 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $26,342 |
| Hunter Benefits Consulting Group | Contract administrator | $16,384 |
| Dufek & Company, Llc | Accounting | $4,000 |