What public Form 5500 filings show about the NOEL Schopen LLC DBA Financial Impact Advisors 401(k) plan — and how to find and check your own account.
NOEL Schopen LLC DBA Financial Impact Advisors (EIN 27-4244860) reports FINANCIAL IMPACT ADVISORS SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full NOEL Schopen LLC DBA Financial Impact Advisors filing — schedules, fees, and providers.
NOEL Schopen LLC DBA Financial Impact Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask NOEL Schopen LLC DBA Financial Impact AdvisorsHR for the recordkeeper’s name and login.
