Original filing (PDF)20250728101830NAL0000683347001

INDEPENDENT INVESTORS INC.

Name: INDEPENDENT INVESTORS INC. — INDEPENDENT INVESTORS INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INDEPENDENT INVESTORS INC.

Form 5500-SF

FILING_RECEIVED

INDEPENDENT INVESTORS INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT INVESTORS INC..

Plan sponsor

Name

INDEPENDENT INVESTORS INC.

EIN

11-2646031

Address

181 SMITHTOWN BLVD · NESCONSET, NY · 11767

Phone

(631) 979-2142

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MAIN STREET FINANCIAL SOLUTIONS, LLC

MAIN STREET FINANCIAL SOLUTIONS 401(K)

$8.3M · 42 participants

TEKLOC ENTERPRISES LLC

TEKLOC 401(K) PLAN

$8.3M · 21 participants

IRIDIAN ASSET MANAGEMENT LLC

IRIDIAN ASSET MANAGEMENT LLC 401(K) PLAN

$8.3M · 9 participants

OLYMPIC FOUNDRY, INC.

OLYMPIC FOUNDRY, INC. RETIREMENT SAVINGS PLAN

$8.3M · 48 participants

BURNEY PARTNERS, LLC

BURNEY PARTNERS LLC 401(K) PROFIT SHARING PLAN

$8.3M · 20 participants