How big is PFC Social Impact Advisors, LLC's plan?

PFC Social Impact Advisors, LLC's plan reported $146K in assets and 2 participants for 2023.

Original filing (PDF)20241010170138NAL0034830464001

PFC Social Impact Advisors, LLC

Name: PFC Social Impact Advisors, LLC — PFC Social Impact, Form 5500 (2023)
Creator: PFC Social Impact Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFC Social Impact Advisors, LLC 401(k) Plan

401(k) retirement plan · PFC Social Impact Advisors, LLC's PFC Social Impact Advisors, LLC 401(k) Plan held $146K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

John Sherman signed PFC Social Impact Advisors, LLC's 2023 Form 5500 as plan administrator.

John Sherman — 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

PFC Social Impact Advisors, LLC's EIN is 62-1807526.

EIN 62-1807526

Plan number 001

Plan year 2023

ACK ID 20241010170138NAL0034830464001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for PFC Social Impact Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

PFC Social Impact Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PFC SOCIAL IMPACT ADVISORS, 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 (99th percentile).

Plan sponsor

Name

PFC SOCIAL IMPACT ADVISORS, LLC

EIN

all filings

Address

526 FAIRFAX AVENUE · NASHVILLE, TN · 37212

Phone

(615) 383-9606

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator