PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. IMPACT PARTNERSHIP SERVICES, LLC
Sponsor portfolio

IMPACT PARTNERSHIP SERVICES, LLC

EIN 87-2140609-financial services-Latest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$147K premiums
Participants
284
1688 WHITE CIRCLE NW - MARIETTA, GA 30066800-380-5040impactpartner.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$11.4M - 154 part#501Mixed-$147K - 130 lives

Benefits portfolio analytics

1 plan / $147K premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$147K
  • Vision$147K
  • Life$147K
  • Short-term disability$147K
  • Other$147K
Total $147K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $147K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STERLING SEACREST PRITCHARD, INC.100%
Total $19K1 slice

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 PARTNERSHIP SERVICES, LLC 401(K) PLAN

401k

Assets$11.4M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE IMPACT PARTNERSHIP HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY

Premiums$147K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMPACT PARTNERSHIP SERVICES, LLC 401(K) PLAN401k$11.4M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE IMPACT PARTNERSHIP HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY$147K1302025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica