Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

INDEPENDENT INVESTMENT ADVISORS, LLC 401(k) Plan

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

Plan assets
$907K
Participants
8
Plans on file
1

The INDEPENDENT INVESTMENT ADVISORS, LLC 401(k) on its latest Form 5500

INDEPENDENT INVESTMENT ADVISORS, LLC (EIN 43-2106019) reports INDEPENDENT INVESTMENT ADVISORS, LLC 401(K) PLAN on its most recent Form 5500, with $907K in plan assets across 8 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 INDEPENDENT INVESTMENT ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the INDEPENDENT INVESTMENT ADVISORS, LLC 401(k)?

INDEPENDENT INVESTMENT 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 INDEPENDENT INVESTMENT ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your INDEPENDENT INVESTMENT ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask INDEPENDENT INVESTMENT 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: INDEPENDENT INVESTMENT ADVISORS, LLC — all Form 5500 filings (EIN 43-2106019) · Florida employer EIN lookup · Form 5500 search
INDEPENDENT INVESTMENT ADVISORS, LLC 401(k) Plan — Form 5500