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ACCION IMPACT MANAGEMENT LLC — ACCION IMPACT MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708143339NAL0002316099001
ACCION IMPACT MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
ACCION IMPACT MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$596K
Net assets (EOY)
$596K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ACCION IMPACT MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
ACCION IMPACT MANAGEMENT LLC
EIN
86-3584816
Address
1101 15TH ST. NW, SUITE 400 · WASHINGTON, DC · 20005
Phone
(202) 393-5113
Industry
Health Care & Social Assistance
see 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
2025-07-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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