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Original filing (PDF)20251014074845NAL0003369536001
GLOBAL IMPACT
Form 5500
FILING_RECEIVED
GLOBAL IMPACT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
234
Accounts w/ balance
230
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL IMPACT.
Plan sponsor
Name
GLOBAL IMPACT
EIN
52-1273585
Address
1199 NORTH FAIRFAX, SUITE 300 · ALEXANDRIA, VA · 22314
Phone
(703) 717-5200
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
Auditor
WITHUMSMITH+BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | — | COLUMBIA, MD | CONTRACT ADMIN | $85 | — |
Investments
29 direct securities · 1 pooled fund· $15.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$14.7M
29 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral - | — | — | — | $2.0M | 12.4% | |
| T Rowe Price Retirement 2035 I - | — | — | — | $1.8M | 11.2% | |
| T Rowe Price Retirement 2050 I - | — | — | — | $1.5M | 9.5% | |
| T Rowe Price Retirement 2055 I - | — | — | — | $1.2M | 7.4% | |
| Empower Large Cap Growth Instl - | — | — | — | $1.1M | 7.1% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.0M | 6.6% | |
| T Rowe Price Retirement 2060 I - | — | — | — | $887K | 5.6% | |
| T Rowe Price Retirement 2045 I - | — | — | — | $741K | 4.7% | |
| Vanguard Small Cap Index - Admiral - | — | — | — | $547K | 3.5% | |
| T Rowe Price Retirement 2040 I - | — | — | — | $498K | 3.1% | |
| Fidelity Advisor Strategic Income Z - | — | — | — | $479K | 3.0% | |
| T Rowe Price Retirement 2030 I - | — | — | — | $440K | 2.8% | |
| Great-West Life & Annuity Guaranteed Portfolio Fund - | — | — | — | $372K | 2.3% | |
| Empower T. Rowe Price Mid Cap Gr Inst - | — | — | — | $363K | 2.3% | |
| MFS International Intrinsic Value R6 - | — | — | — | $325K | 2.1% | |
| Vanguard Mid Cap Index Fund - Admiral - | — | — | — | $318K | 2.0% | |
| American Century Mid Cap Value R6 - | — | — | — | $302K | 1.9% | |
| Fidelity Advisor Total Bond Z - | — | — | — | $289K | 1.8% | |
| American Funds Europacific Growth R6 - | — | — | — | $262K | 1.7% | |
| Vanguard Emerging Mkts Stock Index Admiral - | — | — | — | $222K | 1.4% | |
| American Century Small Cap Growth R6 - | — | — | — | $167K | 1.1% | |
| Notes Receivable from Various maturity dates through 2032 and interest - | — | — | — | $160K | 1.0% | |
| T Rowe Price Retirement 2025 I - | — | — | — | $157K | 1.0% | |
| Vanguard Total Intl Stock Index - Admiral - | — | — | — | $141K | 0.9% | |
| T Rowe Price Retirement 2065 I - | — | — | — | $124K | 0.8% | |
| Vanguard Total Bond Market Index - Admiral - | — | — | — | $100K | 0.6% | |
| Calvert Growth Allocation I - | — | — | — | $84K | 0.5% | |
| T Rowe Price Retirement 2020 I - | — | — | — | $73K | 0.5% | |
| Calvert Conservative Allocation I - | — | — | — | $57K | 0.4% | |
| Calvert Moderate Allocation I - | — | — | — | $29K | 0.2% |
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