Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
IDEAS WITH IMPACT, INC.
EIN 68-0575349events servicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
2
1070 SIESTA WAY - SONOMA, CA 95476415-395-9065ideaswithimpact.comLinkedIn1-10 employeesevents services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 2 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#003
IDEAS WITH IMPACT 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IDEAS WITH IMPACT CASH BALANCE PLAN
CashBalance
Assets$3K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | IDEAS WITH IMPACT 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 1 | 2024 | |
| 002 | IDEAS WITH IMPACT CASH BALANCE PLAN | CashBalance | $3K | 1 | 2024 |
Retirement plans