Global Impact 401(k) Profit Sharing Plan & Trust
Sponsored by Global Impact · EIN 521273585 · Plan #002
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 234
- With balances
- 230
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 Llc | Investment advisory (plan) | $33,302 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,823 |
| Coastal Pension Services | Contract administrator | $85 |