Original filing (PDF)20250821125614NAL0004273329001

IMPACT CONSULTING GROUP LLC DBA LIVING AS A LEADER

Name: IMPACT CONSULTING GROUP LLC DBA LIVING AS A LEADER — IMPACT CONSULTING GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: IMPACT CONSULTING GROUP LLC DBA LIVING AS A LEADER

Form 5500-SF

FILING_RECEIVED

IMPACT CONSULTING GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPACT CONSULTING GROUP LLC DBA LIVING AS A LEADER.

Plan sponsor

Name

IMPACT CONSULTING GROUP LLC DBA LIVING AS A LEADER

EIN

39-1866924

Address

790 N MILWAUKEE STREET SUITE 300 · MILWAUKEE, WI · 53202

Phone

(414) 943-0103

Industry

Educational Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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