Rebecca Pratt signed Impact Partnership Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Impact Partnership Services, Inc.'s EIN is 87-2140609.
Download the official 2024 Form 5500 (PDF) for Impact Partnership Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Impact Partnership Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $19K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Fdm Idx 2045 Ipr | Common Collective Trusts | — | — | $1.3M | 14.0% | |
| Fidelity Total Mkt Idx | Common Collective Trusts | — | — | $1.2M | 13.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 11.9% | |
| Fidelity Fdm Idx 2035 Ipr | Common Collective Trusts | — | — | $798K | 8.7% | |
| Fidelity Fdm Idx 2050 Ipr | Common Collective Trusts | — | — | $706K | 7.7% | |
| Fidelity Fdm Idx 2055 Ipr | Common Collective Trusts | — | — | $471K | 5.1% | |
| Fidelity Fdm Idx 2015 Ipr | Common Collective Trusts | — | — | $361K | 3.9% | |
| American Century Ultra R6 | Other securities | — | — | $355K | 3.9% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $350K | 3.8% | |
| Fidelity Fdm Idx 2030 Ipr | Common Collective Trusts | — | — | $296K | 3.2% | |
| Fidelity Fdm Idx 2040 Ipr | Common Collective Trusts | — | — | $273K | 3.0% | |
| Fidelity Fdm Idx 2060 Ipr | Common Collective Trusts | — | — | $268K | 2.9% | |
| Fidelity Sm Cap Gr Idx | Common Collective Trusts | — | — | $223K | 2.4% | |
| T. Rowe Price Health Sciences | Other securities | — | — | $205K | 2.2% | |
| Fidelity Mid Cap Idx | Common Collective Trusts | — | — | $183K | 2.0% | |
| Participant loans Interest rates ranging from 5.25% to 9.50% 0 | Bonds / Notes | — | — | $174K | 1.9% | |
| JPMorgan US Value R6 | Other securities | — | — | $168K | 1.8% | |
| Fidelity Intl Index | Mutual Funds | — | — | $165K | 1.8% | |
| DFA US Target Val I | Mutual Funds | — | — | $150K | 1.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $86K | 0.9% | |
| Fidelity Sm Cap Idx | Common Collective Trusts | — | — | $76K | 0.8% | |
| PIMCO Com Real Ret ** 852 Cohen & Steers Real Estate Z ** 121 Victory S Est Val R6 | Mutual Funds | — | — | $72K | 0.8% | |
| Clear Bridge Intl Growth IS | Other securities | — | — | $63K | 0.7% | |
| American Funds Bond FD Amer R6 | Mutual Funds | — | — | $30K | 0.3% | |
| Fidelity Fdm Idx 2065 Ipr | Common Collective Trusts | — | — | $26K | 0.3% | |
| T. Rowe Price Global MLT-SEC BD I | Other securities | — | — | $20K | 0.2% | |
| Fidelity Fdm Idx 2025 Ipr | Common Collective Trusts | — | — | $17K | 0.2% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $13K | 0.1% | |
| Fidelity Strategic Income | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO Real Return Inst | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
