What public Form 5500 filings show about the Options for Independence 401(k) plan — and how to find and check your own account.
Options for Independence (EIN 72-1208898) reports OPTIONS FOR INDEPENDENCE 403(B) PLAN on its most recent Form 5500, with $462K in plan assets across 19 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 Options for Independence filing — schedules, fees, and providers.
Options for Independence’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 Options for IndependenceHR for the recordkeeper’s name and login.
