How big is Impact Capital, LLC's plan?

Impact Capital, LLC's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260413074104NAL0014462817001

Impact Capital, LLC

Name: Impact Capital, LLC — Impact Capital 401(k)Plan, Form 5500 (2025)
Creator: Impact Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Impact Capital 401(k)Plan

401(k) retirement plan · Impact Capital, LLC's Impact Capital 401(k)Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Impact Capital, LLC's EIN is 83-0558939.

EIN 83-0558939

Plan number 001

Plan year 2025

ACK ID 20260413074104NAL0014462817001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Impact Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Impact Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

IMPACT CAPITAL, LLC

EIN

all filings

Address

ONE RESEARCH COURT, SUITE 400 · ROCKVILLE, MD · 20850

Phone

(301) 417-3300

Industry

Finance & Insurance

Plan administrator