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Original filing (PDF)20251015100214NAL0004525953001
IMPACT NETWORKING, LLC
Form 5500
FILING_RECEIVED
IMPACT NETWORKING, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
879
Accounts w/ balance
1,654
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPACT NETWORKING, LLC.
Plan sponsor
Name
IMPACT NETWORKING, LLC
EIN
36-4292481
Address
13875 WEST BOULTON BLVD. · LAKE FOREST, IL · 60045
Phone
(847) 473-7160
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBG FINANCIAL SERVICES, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | FINANCIAL ADVISOR | $102K | — |
Investments
18 direct securities· $35.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brown Advisory Brown Advisory Sustainable Growth Inv | — | — | — | $5.4M | 15.3% | |
| Delaware Funds Delaware Value Inst | — | — | — | $3.2M | 8.9% | |
| AMG Funds AMG Yacktman Svc | — | — | — | $2.8M | 7.7% | |
| PIMCO Funds PIMCO StocksPLUS® Intl (USD-Hedged) Inst | — | — | — | $2.7M | 7.7% | |
| DoubleLine Funds DoubleLine Total Return Bond I | — | — | — | $2.7M | 7.7% | |
| Allspring Funds Management LLC Allspring Special Mid Cap Value Admin | — | — | — | $2.7M | 7.6% | |
| Allspring Funds Management LLC Allspring Special Small Cap Value Inst | — | — | — | $2.3M | 6.5% | |
| Congress Funds Congress Small Cap Growth Retail | — | — | — | $2.2M | 6.1% | |
| Congress Funds Congress Mid Cap Growth Retail | — | — | — | $2.1M | 6.0% | |
| John Hancock Funds JHancock International Growth I | — | — | — | $2.0M | 5.5% | |
| LoCorr Funds LoCorr Market Trend I | — | — | — | $1.9M | 5.4% | |
| Invesco Funds Invesco Oppenheimer Intl Sml-Mid Com Y | — | — | — | $1.8M | 5.0% | |
| Allspring Funds Management LLC Allspring Core Plus BD FD Admin | — | — | — | $1.8M | 5.0% | |
| Janus Henderson Funds Janus Henderson Developed World Bond I | — | — | — | $937K | 2.6% | |
| Participant Loans Interest rates of 4.25 - 10.50% | — | — | — | $392K | 1.1% | |
| Schwab Funds Schwab Bank Savings | — | — | — | $175K | 0.5% | |
| American Beacon Funds American Beacon SiM High Yld Opps Inv | — | — | — | $157K | 0.4% | |
| Non-interest bearing cash | — | — | — | $113K | 0.3% |