What public Form 5500 filings show about the Independencefirst 401(k) plan — and how to find and check your own account.
Independencefirst (EIN 39-1343425) reports SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF INDEPENDENCEFIRST on its most recent Form 5500, with $17.5M in plan assets across 1,048 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 Independencefirst filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Independencefirst 401(k).
