How big is Impact Partners Financial LLC's plan?

Impact Partners Financial LLC's plan reported $186K in assets and 10 participants for 2024.

Original filing (PDF)20250415221027NAL0004130721062

Impact Partners Financial LLC

Name: Impact Partners Financial LLC — Impact Partners, Form 5500 (2024)
Creator: Impact Partners Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Impact Partners Financial 401(k) Plan

401(k) retirement plan · Impact Partners Financial LLC's Impact Partners Financial 401(k) Plan held $186K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

People on this filing

QIAN LIU signed Impact Partners Financial LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Impact Partners Financial LLC's EIN is 81-3070416.

EIN 81-3070416

Plan number 001

Plan year 2024

ACK ID 20250415221027NAL0004130721062

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Impact Partners Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Impact Partners Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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