What public Form 5500 filings show about the Independent Plan Financial, LLC DBA Independent Plan Investments 401(k) plan — and how to find and check your own account.
Independent Plan Financial, LLC DBA Independent Plan Investments (EIN 33-2053277) reports INDEPENDENT PLAN INVESTMENTS on its most recent Form 5500, with $176K in plan assets across 3 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 Plan Financial, LLC DBA Independent Plan Investments filing — schedules, fees, and providers.
Independent Plan Financial, LLC DBA Independent Plan Investments’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 Plan Financial, LLC DBA Independent Plan InvestmentsHR for the recordkeeper’s name and login.
