Impact Xm Retirement Plan
Sponsored by Impact Unlimited, Inc. D/B/A Impact Xm · EIN 221985926 · Plan #001
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 327
- With balances
- 312
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Mazars, Llp | Other fees | $24,099 |
| Morningstar | Investment advisory (plan) | $4,528 |
| Voya Retirement Ins. & Annuity Co. | Investment advisory (participants), Investment advisory (plan) | $2,150 |
| Red Bank Pension Services, Inc. | Other services | $1,650 |