How big is Bergerson Group DBA Channel Impact's plan?

Bergerson Group DBA Channel Impact's plan reported $1.2M in assets and 53 participants for 2023.

Original filing (PDF)20240816000912NAL0013957857001

Bergerson Group DBA Channel Impact

Name: Bergerson Group DBA Channel Impact — Channel Impact, Form 5500 (2023)
Creator: Bergerson Group DBA Channel Impact
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Channel Impact 401(k) Plan

401(k) retirement plan · Bergerson Group DBA Channel Impact's Channel Impact 401(k) Plan held $1.2M in plan assets for 53 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Bergerson Group DBA Channel Impact's EIN is 27-2937306.

EIN 27-2937306

Plan number 001

Plan year 2023

ACK ID 20240816000912NAL0013957857001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bergerson Group DBA Channel Impact from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bergerson Group DBA Channel Impact's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGERSON GROUP DBA CHANNEL IMPACT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score