How big is Inspirion Wealth Advisors, LLC's plan?

Inspirion Wealth Advisors, LLC's plan reported $2.7M in assets and 12 participants for 2024.

Original filing (PDF)20250428055050NAL0012059953001

Inspirion Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Inspirion Wealth Advisors, LLC 401(k) P/S Plan

401(k) retirement plan · Inspirion Wealth Advisors, LLC's Inspirion Wealth Advisors, LLC 401(k) P/S Plan held $2.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Inspirion Wealth Advisors, LLC's EIN is 46-0808267.

EIN 46-0808267

Plan number 001

Plan year 2024

ACK ID 20250428055050NAL0012059953001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Inspirion Wealth Advisors, 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 INSPIRION WEALTH ADVISORS, 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