Impact Advisors, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Impact Advisors, LLC (EIN 208207247)
  • Plan Type: 401(k)
  • Total Participants: 642
  • Total Assets: $58.4M
  • Sponsor State: IL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024642$58.4M$2.1M$7.5M
2023700$49.0M$2.0M$6.0M
2022454$37.7M$1.4M$4.4M

Service Providers

  • DUFEK & COMPANY, LLC — Accountant / Independent Qualified Public Accountant ($4,000)

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