How big is Financial Independence LLC's plan?

Financial Independence LLC's plan reported $317K in assets and 6 participants for 2024.

Original filing (PDF)20250529143356NAL0004875763001

Financial Independence LLC

Name: Financial Independence LLC — Financial Independence, Form 5500 (2024)
Creator: Financial Independence LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Independence LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Financial Independence LLC's Financial Independence LLC 401(k) Profit Sharing Plan & Trust held $317K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

People on this filing

Dasha KUMM signed Financial Independence LLC's 2024 Form 5500 as plan administrator.

Dasha KUMM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Financial Independence LLC's EIN is 20-5987829.

EIN 20-5987829

Plan number 001

Plan year 2024

ACK ID 20250529143356NAL0004875763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Independence LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Independence LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL INDEPENDENCE LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FINANCIAL INDEPENDENCE LLC

EIN

all filings

Address

40900 WOODWARD AVE STE 300 · BLOOMFIELD HILLS, MI · 483045121

Phone

(248) 594-8114

Industry

Other Services (ex. Public Admin)

Plan administrator