P 401(k) Plan Report

Stable plan record

IPI WEALTH MANAGEMENT RETIREMENT PLAN

Sponsored by IPI WEALTH MANAGEMENT · EIN/PN 364061968-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,531
Administrative cost per participant
2025
$881
Active participants
2025
20
Total plan assets
2025
$3,752,771
Participant loans as a share of assets
2025
1.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707063022NAL001532329900220$2,531
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.