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Original filing (PDF)20250908081309NAL0041140242001
IMPACT SERVICES CORP.
Form 5500
FILING_RECEIVED
IMPACT SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
332
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPACT SERVICES CORP..
Plan sponsor
Name
IMPACT SERVICES CORP.
EIN
23-2087348
Address
1952 EAST ALLEGHENY AVENUE · PHILADELPHIA, PA · 19134
Phone
(215) 739-1600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ZELENKOFSKE AXELROD LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE FIDUCIARY, LLC | 61-1579239 | MOBILE, AL | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | FORT WASHINGTON, PA | FINANCIAL ADVISOR | $7K | — |
Investments
27 direct securities· $1.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund Registered Investment Company | — | — | — | $266K | 15.4% | |
| T. Rowe Price Retirement 2025 Adv Registered Investment Company | — | — | — | $197K | 11.4% | |
| T. Rowe Retirement 2040 Adv Registered Investment Company | — | — | — | $169K | 9.8% | |
| T. Rowe Retirement 2030 Adv Registered Investment Company | — | — | — | $132K | 7.6% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $131K | 7.6% | |
| T. Rowe Price Retirement 2055 Adv Registered Investment Company | — | — | — | $121K | 7.0% | |
| T. Rowe Price Retirement 2045 Adv Registered Investment Company | — | — | — | $113K | 6.5% | |
| T. Rowe Price Retirement 2050 Adv Registered Investment Company | — | — | — | $93K | 5.4% | |
| Loan 4.25% - 9.50% | — | — | — | $74K | 4.3% | |
| Vanguard Interm-Term Bd Idx Adm Registered Investment Company | — | — | — | $63K | 3.6% | |
| T. Rowe Price Retirement 2060 Advisor Registered Investment Company | — | — | — | $61K | 3.5% | |
| T Rowe Blue Chip Growth Registered Investment Company | — | — | — | $54K | 3.1% | |
| Vanguard Small Cap Idx Adm Registered Investment Company | — | — | — | $52K | 3.0% | |
| T. Rowe Retirement 2020 Adv Registered Investment Company | — | — | — | $45K | 2.6% | |
| Vanguard Mid-Cap Index Adm Registered Investment Company | — | — | — | $38K | 2.2% | |
| BlackRock Mid-Cap Growth Equity K Registered Investment Company | — | — | — | $23K | 1.3% | |
| Vanguard Health Care Index Adm Registered Investment Company | — | — | — | $18K | 1.0% | |
| T. Rowe Price Retirement 2015 Adv Registered Investment Company | — | — | — | $18K | 1.0% | |
| Vanguard Developed Mkts Idx Adm Registered Investment Company | — | — | — | $17K | 1.0% | |
| Wasatch Ultra Growth Registered Investment Company | — | — | — | $9K | 0.5% | |
| Vanguard Utilities Index Adm Registered Investment Company | — | — | — | $8K | 0.5% | |
| Janus Henderson Global Tech & Innovt A Registered Investment Company | — | — | — | $7K | 0.4% | |
| MACQUARIE SYSTEM EMERGING MKTS EQ NRegistered Investment Company | — | — | — | $5K | 0.3% | |
| Cohen & Steers Realty Income A Registered Investment Company | — | — | — | $2K | 0.1% | |
| Vanguard Federal Money Market Money Market Fund | — | — | — | $1K | <0.1% | |
| T. Rowe Price Global Stock Adv Registered Investment Company | — | — | — | $1K | <0.1% | |
| T. Rowe Price Dividend Growth Adv Registered Investment Company | — | — | — | $1K | <0.1% |