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Original filing (PDF)20250820093534NAL0001539395001
IMPACT MHC MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
IMPACT MHC MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
229
Accounts w/ balance
188
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPACT MHC MANAGEMENT, LLC.
Plan sponsor
Name
IMPACT MHC MANAGEMENT, LLC
EIN
83-0699042
Address
PO BOX 457 - 110 NW 2ND STREET · CEDAREDGE, CO · 81413
Phone
(970) 808-0800
Industry
Real Estatesee 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
2025-08-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
51 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual Fund | — | — | — | $1.0M | 23.5% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual Fund | — | — | — | $792K | 18.6% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual Fund | — | — | — | $461K | 10.8% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual Fund | — | — | — | $345K | 8.1% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual Fund | — | — | — | $284K | 6.7% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 Mutual Fund | — | — | — | $219K | 5.1% | |
| Thrnbrg Intl Val R6 + Mutual Fund 0 Nuveen Lifecycle Index 2015 Fund - Class R6 Mutual Fund 0 Nuveen Lifecycle Index 2020 Fund - Class R6 Mutual Fund | — | — | — | $168K | 3.9% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual Fund | — | — | — | $163K | 3.8% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund | — | — | — | $162K | 3.8% | |
| Participant Loans with maturities from | — | — | — | $88K | 2.1% | |
| Fid 500 Indx Mutual Fund | — | — | — | $76K | 1.8% | |
| BlackRock 80/20 TrgtAlloc Inst Mutual Fund | — | — | — | $32K | 0.8% | |
| State Street Balanced Index Fund - Class K Mutual Fund | — | — | — | $32K | 0.7% | |
| Putnam Large Cap Growth Fund - Class Y Mutual Fund | — | — | — | $25K | 0.6% | |
| Nw Geneva Smcapgr Inst Svc Mutual Fund | — | — | — | $25K | 0.6% | |
| Victory Sycamore Established Value Fund - Class I Mutual Fund | — | — | — | $23K | 0.5% | |
| Fid Us Bd Indx Mutual Fund | — | — | — | $22K | 0.5% | |
| Vngrd Wndsr Adml Mutual Fund | — | — | — | $20K | 0.5% | |
| Brown Advisory Sustainable Growth Fund - Institutional Shares Mutual Fund | — | — | — | $18K | 0.4% | |
| DodgeCox Intl Stk I Mutual Fund | — | — | — | $17K | 0.4% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | — | — | — | $16K | 0.4% | |
| Fid Intl Indx Mutual Fund | — | — | — | $16K | 0.4% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 Mutual Fund | — | — | — | $15K | 0.4% | |
| Nw Fixed Select Option Group Annuity Contract | — | — | — | $15K | 0.4% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | — | — | — | $15K | 0.3% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | — | — | — | $14K | 0.3% | |
| Jpm Lgcap Gr R6 Mutual Fund | — | — | — | $13K | 0.3% | |
| Jpm Eq Inc R5 Mutual Fund | — | — | — | $13K | 0.3% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | — | — | — | $12K | 0.3% | |
| Frstegle Gold R6 + Mutual Fund | — | — | — | $10K | 0.2% | |
| As Prec Mtls Inst + Mutual Fund | — | — | — | $10K | 0.2% | |
| Trowepr Val + Mutual Fund 0 Vaneck Intl Inv Gold Inst + Mutual Fund | — | — | — | $9K | 0.2% | |
| Fidadv Gold I + Mutual Fund | — | — | — | $9K | 0.2% | |
| Invsco Goldspecmnrls Y + Mutual Fund | — | — | — | $9K | 0.2% | |
| Fidadv Gr Oppr Inst + Mutual Fund 0 Fnkln Gold Prec Mtls Adv + Mutual Fund | — | — | — | $9K | 0.2% | |
| Artisan Intl Val Inst Mutual Fund | — | — | — | $9K | 0.2% | |
| BlackRock Ttl Rtn K Mutual Fund 0 CohenStrs RealEst Sec Inst Mutual Fund | — | — | — | $8K | 0.2% | |
| Mfs Mdcap Gr R6 Mutual Fund | — | — | — | $8K | 0.2% | |
| Diamond Hill MdCap I Mutual Fund | — | — | — | $8K | 0.2% | |
| Prncpl Glbl Realest R6 Mutual Fund | — | — | — | $7K | 0.2% | |
| Fed Hrms Shintdtlrtbd Inst Mutual Fund | — | — | — | $7K | 0.2% | |
| Legal & General Commodity Strategy Fund - Institutional Shares Mutual Fund | — | — | — | $7K | 0.2% | |
| DFA Intl Lgcap Gr Mutual Fund | — | — | — | $6K | 0.1% | |
| BlackRock Hi Yld Bd Port K Mutual Fund | — | — | — | $5K | 0.1% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund 8850 Pimco Real Rtn Inst Mutual Fund | — | — | — | $4K | 0.1% | |
| Virtus Kar Mdcap Gr R6 + Mutual Fund 0 Vngrd Bal Indx Adml Mutual Fund 0 Vngrd Explr Adml Mutual Fund | — | — | — | $4K | <0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class Mutual Fund | — | — | — | $4K | <0.1% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund 0 Fed Hrms Inst Hiyldbd Inst Mutual Fund | — | — | — | $4K | <0.1% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | — | — | — | $4K | <0.1% | |
| American Fund New World R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Wlmblr Lgcap Gr I + Mutual Fund 0 Ab Global Bond Fund - Class Z Mutual Fund | — | — | — | $1K | <0.1% |