How big is IWM Advisors LLC's plan?

IWM Advisors LLC's plan reported $21K in assets and 3 participants for 2024.

Original filing (PDF)20250825171309NAL0004003219001

IWM Advisors LLC

Name: IWM Advisors LLC — Impact Wealth Management 401(k), Form 5500 (2024)
Creator: IWM Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Impact Wealth Management 401(k) Plan & Trust

401(k) retirement plan · IWM Advisors LLC's Impact Wealth Management 401(k) Plan & Trust held $21K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Jennifer Littlefield signed IWM Advisors LLC's 2024 Form 5500 as plan administrator.

Jennifer Littlefield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IWM Advisors LLC's EIN is 32-0769118.

EIN 32-0769118

Plan number 001

Plan year 2024

ACK ID 20250825171309NAL0004003219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IWM Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IWM Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IWM ADVISORS LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score