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

Darpel Wealth Management, LLC's plan reported $362K in assets and 3 participants for 2024.

Original filing (PDF)20250807104530NAL0003591681001

Darpel Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Darpel Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Darpel Wealth Management, LLC's Darpel Wealth Management, LLC Cash Balance Plan held $362K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

People on this filing

Matthew Darpel signed Darpel Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Matthew Darpel — 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

Darpel Wealth Management, LLC's EIN is 92-1285167.

EIN 92-1285167

Plan number 001

Plan year 2024

ACK ID 20250807104530NAL0003591681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Darpel Wealth Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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