Sponsor portfolio
IPI WEALTH MANAGEMENT
EIN 36-4061968financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
24
226 WEST ELDORADO STREET, - DECATUR, IL 62525217-425-6340ipiwm.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IPI WEALTH MANAGEMENT RETIREMENT PLAN | 401k | $3.8M | 24 | 2025 |
Retirement plans