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INDEPENDENT TAX REPRESENTATIVES, LLC — INDEPENDENT TAX REPRESENTATIVES, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013104718NAL0000504163001
INDEPENDENT TAX REPRESENTATIVES, LLC
Form 5500-SF
FILING_RECEIVED
INDEPENDENT TAX REPRESENTATIVES, LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INDEPENDENT TAX REPRESENTATIVES, LLC
.
Find decision makers
Plan sponsor
Name
INDEPENDENT TAX REPRESENTATIVES, LLC
EIN
20-0975991
Address
220 MONTGOMERY STREET, SUITE 990 · SAN FRANCISCO, CA · 94104
Phone
(415) 495-3333
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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STARDOG UNION
STARDOG UNION 401(K)PS PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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SCHOOX, INC.
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