Plan Ledger DOL Form 5500 · updated monthly

Impact Partnership Services, Inc.401(k)

THE IMPACT PARTNERSHIP SERVICES, INC. 401(K) PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.50%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Impact Partnership Services, Inc. reported $42,126 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,137 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.39% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,293rd of 2,160), and 8,258th of 11,654 in professional & technical services. In 2024, employees put in $3.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,202,689
Participants with balances120
Active participants116
Employer contributions$247,839
Employee contributions$779,941
Employer contribution per active participant$2,137
Average account balance$76,689
Benefits paid to participants$502,064
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.2M · 120 accts · $248K emplr
2023$7.6M · 117 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,742
Investment management$19,384
Total administrative$42,126
The Impact Partnership Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,137
Median for plans this size$1,313
2024$2,137 per active participant
2023$2,275 per active participant

Impact Partnership Services, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,742
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$19,384

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$42,126 · 0.50%
2023$26,153 · 0.39%
Same employer
Similar plansProfessional & Technical Services · Georgia
Orasi Software, Inc. GA$9.6M · 0.04%
M9 Solutions, LLC GA$9.2M · 0.44%
Popmenu, Inc GA$9.2M · 0.11%
Goodman McGuffey LLP GA$9.1M · 0.08%
Rev.Io GA$9.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872140609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.