How big is Capital Impact Advisor, LLC's plan?

Capital Impact Advisor, LLC's plan reported $12K in assets and 4 participants for 2025.

Original filing (PDF)20260410220153NAL0018460944099

Capital Impact Advisor, LLC

Name: Capital Impact Advisor, LLC — Capital Impact Advisor, Form 5500 (2025)
Creator: Capital Impact Advisor, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Impact Advisor 401(k) Plan

401(k) retirement plan · Capital Impact Advisor, LLC's Capital Impact Advisor 401(k) Plan held $12K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Elantha Barry signed Capital Impact Advisor, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Capital Impact Advisor, LLC's EIN is 46-2851264.

EIN 46-2851264

Plan number 001

Plan year 2025

ACK ID 20260410220153NAL0018460944099

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Impact Advisor, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Impact Advisor, LLC's plan includes profit-sharing, 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 CAPITAL IMPACT ADVISOR, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CAPITAL IMPACT ADVISOR, LLC

EIN

all filings

Address

175 FEDERAL ST · SUITE #875 · BOSTON, MA · 02110

Phone

(617) 917-2604

Industry

Professional & Technical Services

Plan administrator