Plan Snapshot
- Plan Sponsor: Impact Services Corp.
- Sponsor EIN: 232087348
- Sponsor Address: 1952 EAST ALLEGHENY AVENUE, PHILADELPHIA, PA, 19134
- Plan Type: DC
- Total Participants: 171
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 171 | $1.7M | $193,928 | $204,649 |
| 2023 | 186 | $1.3M | $176,503 | $174,619 |
| 2022 | 186 | $864,247 | $167,531 | $164,558 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPLOYEE FIDUCIARY, LLC | RECORDKEEPER | $4,195 | $3,135 | $7,330 |
| GLOBAL RETIREMENT PARTNERS, LLC | FINANCIAL ADVISOR | $6,813 | — | $6,813 |
| ZELENKOFSKE AXELROD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE FIDUCIARY, LLC — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS, LLC — FINANCIAL ADVISOR
- ZELENKOFSKE AXELROD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,143
- Estimated Expense Ratio: 0.818% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,008 | $6,813 | — | — | — |
| 2023 | $9,252 | — | $4,667 | — | — |
| 2022 | $5,093 | $3,253 | $1,840 | — | — |