How big is Imperium Wealth Management, LLC's plan?

Imperium Wealth Management, LLC's plan reported $638K in assets and 6 participants for 2024.

Original filing (PDF)20251007133816NAL0004842305001

Imperium Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Imperium Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Imperium Wealth Management, LLC's Imperium Wealth Management 401(k) Profit Sharing Plan held $638K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

People on this filing

Chris Holden signed Imperium Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Chris Holden — 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

Imperium Wealth Management, LLC's EIN is 45-4084670.

EIN 45-4084670

Plan number 001

Plan year 2024

ACK ID 20251007133816NAL0004842305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Imperium Wealth Management, LLC'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 IMPERIUM WEALTH MANAGEMENT, LLC.

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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