How big is Impact Partners CLT's plan?

Impact Partners CLT's plan reported $1K in assets and 1 participants for 2024.

Original filing (PDF)20250718094158NAL0002287136001

Impact Partners CLT

Name: Impact Partners CLT — Impact Partners CLT 401(k), Form 5500 (2024)
Creator: Impact Partners CLT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Impact Partners CLT 401(k) Plan

401(k) retirement plan · Impact Partners CLT's Impact Partners CLT 401(k) Plan held $1K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Marcus Bowie signed Impact Partners CLT's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Impact Partners CLT's EIN is 93-1830805.

EIN 93-1830805

Plan number 001

Plan year 2024

ACK ID 20250718094158NAL0002287136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Impact Partners CLT from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Impact Partners CLT's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PARTNERS CLT.

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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