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

Orgel Wealth Management, LLC's plan reported $18.3M in assets and 83 participants for 2024.

Original filing (PDF)20250708083431NAL0002525795001

Orgel Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Orgel Wealth Mangement Employee Retirement Plan

401(k) retirement plan · Orgel Wealth Management, LLC's Orgel Wealth Mangement Employee Retirement Plan held $18.3M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$18.3M

Net assets (EOY)

$18.3M

People on this filing

Mark Boser signed Orgel Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Mark Boser — 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

Orgel Wealth Management, LLC's EIN is 46-2793932.

EIN 46-2793932

Plan number 001

Plan year 2024

ACK ID 20250708083431NAL0002525795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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