Back to filter
Original filing (PDF)20250724114139NAL0013167010001
IMPACT EDUCATION, LLC
Form 5500-SF
FILING_RECEIVED
IMPACT EDUCATION, LLC 401(K) PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
16
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPACT EDUCATION, LLC.
Plan sponsor
Name
IMPACT EDUCATION, LLC
EIN
20-3272966
Address
589 SKIPPACK PIKE, SUITE 200 · BLUE BELL, PA · 19422
Phone
(215) 619-8818
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
RAFANELLI EVENTS MANAGEMENT, INC.
RAFANELLI EVENTS MANAGEMENT, INC. 401K PROFIT SHARING PLAN TRUST
$4.7M · 55 participants
HEALY WHOLESALE COMPANY INC
HEALY WHOLESALE COMPANY, INC. SALES/ADMIN EMPLOYEES' SAVINGS PLUS PLAN
$4.7M · 57 participants
CHOON KIA YEO, M.D., INC.
CHOON KIA YEO, M.D., INC. 401(K) PROFIT SHARING PLAN
$4.7M · 6 participants
PARTNERSHIP WITH CHILDREN, INC.
PARTNERSHIP WITH CHILDREN, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$4.7M · 111 participants
SOUTHEAST OKLAHOMA LIBRARY SYSTEM
SOUTHEAST OKLAHOMA LIBRARY SYSTEM EMPLOYEE RETIREMENT PLAN
$4.8M · 62 participants
CORPORATE CLAIMS MANAGEMENT
CCM 401(K) PLAN
$4.7M · 16 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
