Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IMPEL WEALTH MANAGEMENT, LLC
EIN 81-5136026financial servicesLatest filing 2025
Plans
3
Retirement
2
$1.6M assets
Welfare
1
Participants
27
2006 4TH STREET - CUYAHOGA FALLS, OH 44221330-800-0182impelwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IMPEL WEALTH MANAGEMENT 401K PROFIT SHARING PLAN
401k
Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
IMPEL WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$344K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
IMPEL WEALTH MANAGEMENT CHAMBER BENEFIT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IMPEL WEALTH MANAGEMENT 401K PROFIT SHARING PLAN | 401k | $1.3M | 12 | 2025 | |
| 002 | IMPEL WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $344K | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IMPEL WEALTH MANAGEMENT CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans