How big is IPI Wealth Management's plan?

IPI Wealth Management's plan reported $3.8M in assets and 17 participants for 2024.

Original filing (PDF)20250707101939NAL0001903523005

IPI Wealth Management

Name: IPI Wealth Management — IPI Wealth Management, Form 5500 (2024)
Creator: IPI Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IPI Wealth Management Retirement Plan

401(k) retirement plan · IPI Wealth Management's IPI Wealth Management Retirement Plan held $3.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Laurie Allen signed IPI Wealth Management's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

IPI Wealth Management's EIN is 36-4061968.

EIN 36-4061968

Plan number 001

Plan year 2024

ACK ID 20250707101939NAL0001903523005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IPI Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IPI Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IPI WEALTH MANAGEMENT.

Finding similar companies…

Plan health score

Top-tier plan health

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