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Original filing (PDF)20251015071907NAL0008115490001
IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC.
Form 5500
FILING_RECEIVED
IMPELLAM NA 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,480
Accounts w/ balance
1,595
Plan assets (EOY)
$92.2M
Net assets (EOY)
$92.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC..
Plan sponsor
Name
IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC.
EIN
95-3496539
Address
3475 LENOX ROAD · SUITE 450 · ATLANTA, GA · 30326
Phone
(248) 208-4300
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $107K | — |
| IRA GROUP, INC | 05-8198903 | — | SERVICE PROVIDER | $40K | — |
| UHY LLP | 20-0694403 | — | SERVICE PROVIDER | $26K | — |
Investments
29 direct securities· $92.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $15.3M | 16.6% | |
| interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company | — | — | — | $9.4M | 10.2% | |
| American Funds 2040 T Date R6 Registered Investment Company | — | — | — | $8.5M | 9.2% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $7.0M | 7.6% | |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company | — | — | — | $6.5M | 7.1% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $5.9M | 6.4% | |
| American Funds 2030 T Date R6 Registered Investment Company | — | — | — | $5.2M | 5.7% | |
| American Funds 2025 T Date R6 Registered Investment Company | — | — | — | $4.3M | 4.6% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $3.6M | 3.9% | |
| American Funds 2020 T Date R6 Registered Investment Company | — | — | — | $3.5M | 3.7% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $3.4M | 3.7% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $3.2M | 3.5% | |
| Vangrd Intl Grw Fnd Adm Registered Investment Company | — | — | — | $3.1M | 3.4% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $3.1M | 3.3% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $2.6M | 2.9% | |
| American Funds 2055 T Date R6 Registered Investment Company | — | — | — | $2.1M | 2.2% | |
| American Funds 2060 T Date R6 Registered Investment Company | — | — | — | $1.9M | 2.1% | |
| Fidelity Intl Index Fnd Registered Investment Company | — | — | — | $1.4M | 1.5% | |
| LOAN FUND Participant Loans - Rates 5.25% to 10.50% | — | — | — | $654K | 0.7% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $348K | 0.4% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $315K | 0.3% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $268K | 0.3% | |
| American Funds 2065 T Date R6 Registered Investment Company | — | — | — | $205K | 0.2% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | — | — | — | $166K | 0.2% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $91K | <0.1% | |
| Baird Aggregate Bond Fund Ins Registered Investment Company | — | — | — | $89K | <0.1% | |
| AmCen Small Cap Growth Fund R6 Registered Investment Company | — | — | — | $54K | <0.1% | |
| PIMCO Intl Bd Fd US Dl-Hdg I Registered Investment Company | — | — | — | $8K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $2K | <0.1% |
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