· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARLES GENOIS & CO., LLC — IMPERA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250821085918NAL0002011891001
CHARLES GENOIS & CO., LLC
Form 5500-SF
FILING_RECEIVED
IMPERA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLES GENOIS & CO., LLC
.
Find decision makers
Plan sponsor
Name
CHARLES GENOIS & CO., LLC
DBA
IMPERA WEALTH MANAGEMENT LLC
EIN
03-0551727
Address
110 VETERANS MEMORIAL BOULEVARD, · SUITE 400 · METAIRIE, LA · 700054901
Phone
(504) 835-5900
Industry
Finance & Insurance
see 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
2025-08-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MARCHMAN-STEELE AGENCY, INC.
MARCHMAN-STEELE AGENCY, INC. RETIREMENT PLAN
$1.8M · 11 participants
ADVANTAGE HEALTHCARE SOLUTIONS
ADVANTAGE HEALTHCARE SOLUTIONS 401(K) PLAN
$1.8M · 2 participants
PREMIER ENTERPRISE SOLUTIONS, LLC
PREMIER ENTERPRISE SOLUTIONS, LLC 401(K) PLAN
$1.8M · 70 participants
ISIS CONSULTING, INC.
ISIS CONSULTING INC. 401K PLAN
$1.8M · 2 participants
J & K PMS, INC
J & K PMS, INC 401K PLAN
$1.8M · 208 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
INTEGRITY WEALTH MANAGEMENT, INC.
INTEGRITY 401(K) PROFIT SHARING PLAN
$1.8M · 10 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
