How big is IP Wealth LLC's plan?

IP Wealth LLC's plan reported $23K in assets and 2 participants for 2025.

Original filing (PDF)20260501220730NAL0001677393039

IP Wealth LLC

Name: IP Wealth LLC — IP Wealth 401(k) Plan, Form 5500 (2025)
Creator: IP Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IP Wealth 401(k) Plan

401(k) retirement plan · IP Wealth LLC's IP Wealth 401(k) Plan held $23K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Elantha Barry signed IP Wealth LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

IP Wealth LLC's EIN is 92-0602764.

EIN 92-0602764

Plan number 001

Plan year 2025

ACK ID 20260501220730NAL0001677393039

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IP Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IP Wealth 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 IP WEALTH 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