What public Form 5500 filings show about the The Independence School, Inc. 401(k) plan — and how to find and check your own account.
The Independence School, Inc. (EIN 51-0225189) reports THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN on its most recent Form 5500, with $22.7M in plan assets across 121 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 The Independence School, Inc. 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Independence School, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): IFS BENEFITS, TIAA, HIGHMARK OF DELAWARE, BIDDLE CAPITAL MANAGEMENT, BENECON GROUP.
