IPI WEALTH MANAGEMENT INC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2260 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #3745
Fees received$100,237Median $16,273/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical IPI WEALTH MANAGEMENT INC plan look like?
Service mix · median fees per plan
Count of plans where IPI WEALTH MANAGEMENT INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 4 | $15,343 | |
Other feesCode 99 | 1 | $33,964 |
Competitor overlap
Percent of IPI WEALTH MANAGEMENT INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under IPI WEALTH MANAGEMENT INC.
| Sponsor | From | Assets |
|---|---|---|
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH ANDIL · 453237183-004 | PENTEGRA SERVICES, INC. | $1.1B |
Plans lost in 2024
Appeared last year under IPI WEALTH MANAGEMENT INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH ANDIL · 453237183-004 | $1.1B | 8,800 | $33,964 | 1y | 2 |
AVMA LIFE TRUST, LLCIL · 842685033-333 | $75M | 3,833 | $5,919 | 3y | 1 |
INTUITIVE HEALTH, LLCTX · 320545202-001 | $15M | 855 | $29,668 | 5y | - |
THE REESE GROUP, INC.TN · 621077825-001 | $8M | 137 | $16,273 | 3y | - |
FIRST EXPRESS, INC.TN · 621560314-001 | $5M | 90 | $14,413 | 5y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into IPI WEALTH MANAGEMENT INC.
- IPI ASSET MANAGEMENT
- IPI ASSET MANAGEMENT INC
- IPI WEALTH MANAGEMENT
- IPI WEALTH MANAGEMENT INC
- IPI WEALTH MANAGEMENT INC.
- IPI WEALTH MANAGEMENT, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for IPI WEALTH MANAGEMENT INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 40.00% | 1.71% | +38.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with IPI WEALTH MANAGEMENT INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent