· 2022–2024 · DOL EFAST2

IMPERIUM WEALTH MANAGEMENT, LLC — IMPERIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251007133816NAL0004842305001

IMPERIUM WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

IMPERIUM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

IMPERIUM WEALTH MANAGEMENT, LLC

EIN

45-4084670all filings

Address

112 EAST PECAN ST., SUITE 2910 · SAN ANTONIO, TX · 78205

Phone

(210) 332-9533

Industry

Finance & Insurancesee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CLIENT FIRST SETTLEMENT FUNDING,

CLIENT FIRST SETTLEMENT FUNDING, LLC 401K PROFIT SHARING PLAN

$638K · 3 participants

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT 401(K) PLAN

$638K · 20 participants

MATT PEAK ENTERPRISES

CONNECTICUT RIVER WEALTH MGMT RETIREMENT PLAN

$637K · 5 participants

RIVERVIEW WEALTH STRATEGIES

RIVERVIEW WEALTH STRATEGIES 401(K) PLAN

$637K · 4 participants

BAUEN CAPITAL LLC

BAUEN CAPITAL 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.