Original filing (PDF)20250922114514NAL0005583824001

INDEPENDENT LIVING, INC.

Name: INDEPENDENT LIVING, INC. — INDEPENDENT LIVING, INC. RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: INDEPENDENT LIVING, INC.

Form 5500-SF

FILING_RECEIVED

INDEPENDENT LIVING, INC. RETIREMENT PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

126

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENT LIVING, INC..

Plan sponsor

Name

INDEPENDENT LIVING, INC.

EIN

22-2894558

Address

5 WASHINGTON TER · NEWBURGH, NY · 125505383

Phone

(845) 565-1162

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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