What public Form 5500 filings show about the Independence Square, Inc. DBA Beech Grove 401(k) plan — and how to find and check your own account.
Independence Square, Inc. DBA Beech Grove (EIN 36-4986445) reports INDEPENDENCE SQUARE, INC DBA BEECH GROVE 401(K) PLAN on its most recent Form 5500, with $14K in plan assets across 51 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Independence Square, Inc. DBA Beech Grove filing — schedules, fees, and providers.
Independence Square, Inc. DBA Beech Grove’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Independence Square, Inc. DBA Beech GroveHR for the recordkeeper’s name and login.