Kimberly Dorsett signed Capital Impact Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capital Impact Partners' EIN is 52-1290127.
Download the official 2024 Form 5500 (PDF) for Capital Impact Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capital Impact Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $39K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds NR | Common Collective Trusts | — | — | $10.6M | 15.2% | |
| Fidelity Growth Company Mutual Funds NR | Mutual Funds | — | — | $10.1M | 14.4% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 F WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3144367 / PN 206 | Common Collective Trust | — | — | $7.2M | 10.3% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 F WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3216409 / PN 209 | Common Collective Trust | — | — | $4.9M | 7.0% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 F WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3018134 / PN 203 | Common Collective Trust | — | — | $3.7M | 5.3% | |
| FLEXPATH INDEX+ MODERATE 2035 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3002484 / PN 202 | Common Collective Trust | — | — | $3.3M | 4.7% | |
| R1 Collective Trust NR | Common Collective Trusts | — | — | $2.9M | 4.1% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2916729 / PN 207 | Common Collective Trust | — | — | $2.9M | 4.1% | |
| LARGE CAP VALUE FUND - FEE CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 4.1% | |
| STABLE VALUE FUND - FEE CLASS I1 CI GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.7M | 3.8% | |
| Allspring Special Mid Cap Value Mutual Funds NR | Other securities | — | — | $2.0M | 2.9% | |
| Fidelity Balanced Mutual Funds NR | Mutual Funds | — | — | $1.8M | 2.5% | |
| Fidelity Low Priced Stock Mutual Funds NR | Mutual Funds | — | — | $1.5M | 2.2% | |
| Fidelity International Index Mutual Funds NR | Mutual Funds | — | — | $1.5M | 2.1% | |
| INTERNATIONAL GROWTH FUND II - FEE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.5M | 2.1% | |
| Fidelity Small Cap Index Mutual Funds NR | Mutual Funds | — | — | $1.3M | 1.8% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3026996 / PN 204 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| Fidelity Mid Cap Index Mutual Funds NR | Mutual Funds | — | — | $1.2M | 1.7% | |
| Fidelity US Bond Index Mutual Funds NR | Mutual Funds | — | — | $1.1M | 1.6% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3071639 / PN 205 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| MID CAP GROWTH FUND - FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| Fidelity Government Income Mutual Funds NR | Mutual Funds | — | — | $722K | 1.0% | |
| CORE BOND FUND - FEE CLASS I1 CIT WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $711K | 1.0% | |
| FLEXPATH INDEX+ MODERATE 2055 FUND- WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3188067 / PN 208 | Common Collective Trust | — | — | $624K | 0.9% | |
| Various, bearing interest from * Participant loans 4.25%-8.50% - | Bonds / Notes | — | — | $620K | 0.9% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2987118 / PN 201 | Common Collective Trust | — | — | $612K | 0.9% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3170652 / PN 207 | Common Collective Trust | — | — | $595K | 0.9% | |
| Blackrock High Yield Bond Mutual Funds NR | Other securities | — | — | $453K | 0.6% | |
| SMALL CAP GROWTH FUND II - FEE CLAS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $448K | 0.6% | |
| MFS New Discovery Value Mutual Funds NR | Mutual Funds | — | — | $356K | 0.5% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 206 | Common Collective Trust | — | — | $302K | 0.4% | |
| Cohen & Steers Realty Mutual Funds NR | Other securities | — | — | $287K | 0.4% | |
| BlackRock Inflation Protected Bond Mutual Funds NR | Other securities | — | — | $266K | 0.4% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIREME WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2836296 / PN 205 | Common Collective Trust | — | — | $197K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271381 / PN 702 | Common Collective Trust | — | — | $172K | 0.2% | |
| FLEXPATH INDEX+ CONSERVATIVE 2065 R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271383 / PN 704 | Common Collective Trust | — | — | $126K | 0.2% | |
| Voya Government Money Market Mutual Funds NR | Cash / Money Market | — | — | $44K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 F WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2961375 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2950747 / PN 209 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2935740 / PN 208 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
