How big is Impact Brokerage Holdings LLC's plan?

Impact Brokerage Holdings LLC's plan reported $530K in assets and 21 participants for 2025.

Original filing (PDF)20260424084308NAL0005807697001

Impact Brokerage Holdings LLC

Name: Impact Brokerage Holdings LLC — Impact Brokerage, Form 5500 (2025)
Creator: Impact Brokerage Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Impact Brokerage Holdings LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Impact Brokerage Holdings LLC's Impact Brokerage Holdings LLC 401(k) Profit Sharing Plan & Trust held $530K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$530K

Net assets (EOY)

$530K

Plan identifiers

Impact Brokerage Holdings LLC's EIN is 87-1641161.

EIN 87-1641161

Plan number 001

Plan year 2025

ACK ID 20260424084308NAL0005807697001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Impact Brokerage Holdings 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 IMPACT BROKERAGE HOLDINGS 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

Knocking points off