Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
IMPACT DATASOURCE, LLC
EIN 45-4009450public policyLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
7
7500 RIALTO BLVD BLDG 1 STE 250 - AUSTIN, TX 78735512-524-0892impactdatasource.comLinkedIn1-10 employeespublic policy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IMPACT DATASOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IMPACT DATASOURCE, LLC CASH BALANCE PLAN
CashBalance
Assets$293K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IMPACT DATASOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 5 | 2025 | |
| 002 | IMPACT DATASOURCE, LLC CASH BALANCE PLAN | CashBalance | $293K | 2 | 2025 |
Retirement plans