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

Impel Wealth Management, LLC's plan reported $344K in assets and 8 participants for 2024.

Original filing (PDF)20250923121927NAL0002549459001

Impel Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Impel Wealth Management Cash Balance Plan

Defined-benefit pension plan · Impel Wealth Management, LLC's Impel Wealth Management Cash Balance Plan held $344K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

Anthony Warren signed Impel Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Impel Wealth Management, LLC's EIN is 81-5136026.

EIN 81-5136026

Plan number 002

Plan year 2024

ACK ID 20250923121927NAL0002549459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Impel Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IMPEL 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score