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INDEPENDENCE WEALTH ADVISORS, LLC 401(k) Plan

What public Form 5500 filings show about the INDEPENDENCE WEALTH ADVISORS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$275K
Participants
4
Plans on file
1

The INDEPENDENCE WEALTH ADVISORS, LLC 401(k) on its latest Form 5500

INDEPENDENCE WEALTH ADVISORS, LLC (EIN 82-3792260) reports INDEPENDENCE WEALTH ADVISORS, LLC, 401(K) PLAN on its most recent Form 5500, with $275K in plan assets across 4 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 WEALTH ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the INDEPENDENCE WEALTH ADVISORS, LLC 401(k)?

INDEPENDENCE WEALTH ADVISORS, LLC’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 WEALTH ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your INDEPENDENCE WEALTH ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask INDEPENDENCE WEALTH ADVISORS, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: INDEPENDENCE WEALTH ADVISORS, LLC — all Form 5500 filings (EIN 82-3792260) · Ohio employer EIN lookup · Form 5500 search
INDEPENDENCE WEALTH ADVISORS, LLC 401(k) Plan — Form 5500