· 2022–2024 · DOL EFAST2

HIGH IMPACT FINANCIAL ANALYSIS — HIGH IMPACT FINANCIAL ANALYSIS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250716085710NAL0002955265001

HIGH IMPACT FINANCIAL ANALYSIS

Form 5500-SF

FILING_RECEIVED

HIGH IMPACT FINANCIAL ANALYSIS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

10

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HIGH IMPACT FINANCIAL ANALYSIS.

Plan sponsor

Name

HIGH IMPACT FINANCIAL ANALYSIS

EIN

46-5527107

Address

69 STATE ST STE 1200D · ALBANY, NY · 122072512

Phone

(518) 599-0482

Industry

Other Services (ex. Public Admin)see 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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

PROJECT ADVISORY & INVESTMENT

PROJECT ADVISORY & INVESTMENT 401(K) PROFIT SHARING PLAN & TRUST

$377K · 2 participants

ALLEGHENY COMMUNITY HOME CARE

ALLEGHENY COMMUNITY HOME CARE 401(K) PROFIT SHARING PLAN AND T

$377K · 45 participants

NEW ENGLAND BASECAMP

NEW ENGLAND BASECAMP 401(K) PLAN

$377K · 9 participants

EAST OF COLLINS EXPEDITING INC

EAST OF COLLINS EXPEDITING INC 401(K) PROFIT SHARING PLAN & TRUST

$377K · 20 participants

ALTON & ALTON TRAVEL INC