How big is NOEL Schopen LLC DBA Financial Impact Advisors' plan?

NOEL Schopen LLC DBA Financial Impact Advisors' plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20251009155552NAL0016007618001

NOEL Schopen LLC DBA Financial Impact Advisors

Name: NOEL Schopen LLC DBA Financial Impact Advisors — Form 5500 Plan 001 (2024)
Creator: NOEL Schopen LLC DBA Financial Impact Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Impact Advisors Safe Harbor 401(k) Plan

401(k) retirement plan · NOEL Schopen LLC DBA Financial Impact Advisors' Financial Impact Advisors Safe Harbor 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Richard Tatum signed NOEL Schopen LLC DBA Financial Impact Advisors' 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NOEL Schopen LLC DBA Financial Impact Advisors' EIN is 27-4244860.

EIN 27-4244860

Plan number 001

Plan year 2024

ACK ID 20251009155552NAL0016007618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NOEL Schopen LLC DBA Financial Impact Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NOEL Schopen LLC DBA Financial Impact Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NOEL SCHOPEN LLC DBA FINANCIAL IMPACT ADVISORS.

Finding similar companies…

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