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Original filing (PDF)20251014121812NAL0003905408001
IMPACT CLIMATE TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
TOM BARROW CO. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
331
Accounts w/ balance
406
Plan assets (EOY)
$54.3M
Net assets (EOY)
$54.3M
How this plan invests
This plan
35 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 IMPACT CLIMATE TECHNOLOGIES LLC.
Plan sponsor
Name
IMPACT CLIMATE TECHNOLOGIES LLC
EIN
58-1152774
Address
732 JOSEPH E. LOWERY BLVD. NW · ATLANTA, GA · 30318
Phone
(404) 605-8220
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SEAY & WEISSINGER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $46K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEAY & WEISSINGER, LLC | — | ATLANTA, GA | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
35 direct securities· $54.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $8.5M | 15.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $7.1M | 13.0% | |
| JP Morgan Large Cap Growth R6 Fund Mutual Fund | — | — | — | $6.2M | 11.4% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $3.0M | 5.5% | |
| MacQuarie Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $2.8M | 5.1% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $2.5M | 4.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $2.2M | 4.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $2.2M | 4.0% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $2.1M | 3.8% | |
| MFS Mid Cap Value R6 Fund Mutual Fund | — | — | — | $1.8M | 3.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.8M | 3.3% | |
| DFA U.S. Targeted Value I Fund Mutual Fund | — | — | — | $1.5M | 2.8% | |
| JP Morgan U.S. Equity R6 Fund Mutual Fund | — | — | — | $1.2M | 2.2% | |
| EI Fixed Account - Series Class II Group annuity contract | — | — | — | $1.2M | 2.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.1M | 2.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $986K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $828K | 1.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $767K | 1.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $753K | 1.4% | |
| Federated Hermes MDT Small Cap Growth Fund Mutual Fund | — | — | — | $725K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $714K | 1.3% | |
| Invesco Developing Markets R6 Fund Mutual Fund | — | — | — | $699K | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | — | — | — | $691K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $597K | 1.1% | |
| Dodge & Cox Income X Fund Mutual Fund | — | — | — | $547K | 1.0% | |
| John Hancock International Growth R6 Fund Mutual Fund | — | — | — | $469K | 0.9% | |
| Blackrock Inflation Protected Bond Fund Mutual Fund | — | — | — | $241K | 0.4% | |
| Vanguard Target Retirement Income Inv Fund Mutual Fund | — | — | — | $177K | 0.3% | |
| Interest rates range from * H&B Products, Inc. 4.25% to 9.5% | — | — | — | $157K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $153K | 0.3% | |
| JP Morgan Core Bond R6 Fund Mutual Fund | — | — | — | $140K | 0.3% | |
| DFA Large Cap International I Fund Mutual Fund | — | — | — | $117K | 0.2% | |
| Blackrock High Yield Portfolio Fund Mutual Fund | — | — | — | $114K | 0.2% | |
| Columbia Overseas Value Inst'l 3 Fund Mutual Fund | — | — | — | $20K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $6K | <0.1% |
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