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Original filing (PDF)20250915155708NAL0000780563001
INDEPENDENT PROFESSIONAL SERVICES, INC.
Form 5500
FILING_RECEIVED
INDEPENDENT PROFESSIONAL SERVICES 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
76
Accounts w/ balance
273
Plan assets (EOY)
$63.6M
Net assets (EOY)
$63.6M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Charles Schwab Instl Personal Choice Retment Account" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENT PROFESSIONAL SERVICES, INC..
Plan sponsor
Name
INDEPENDENT PROFESSIONAL SERVICES, INC.
EIN
22-3551387
Address
3921 ROUTE 202 · DOYLESTOWN, PA · 18901
Phone
(215) 340-3470
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DUNLAPSLK, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $29K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNLAP SLK | 23-3018514 | — | AUDITOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS LLC | 81-5475391 | — | FIDUCIARY | $48K | — |
Investments
36 direct securities· $64.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $38.3M | 60.2% | |
| Janus Henderson Balanced I | — | — | — | $8.8M | 13.8% | |
| Transamerica Life Ins Co Stable Val Strategy - TLIC | — | — | — | $4.7M | 7.4% | |
| Vanguard Target Retirement 2035 59,153 | — | — | — | $1.4M | 2.2% | |
| Vanguard Target Retirement 2020 48,194 | — | — | — | $1.3M | 2.0% | |
| Vanguard Target Retirement 2065 32,601 | — | — | — | $1.1M | 1.7% | |
| Vanguard Small Cap Value 8,758 | — | — | — | $746K | 1.2% | |
| Goldman Sachs Goldman Sachs Lg Cp Val Insghts l | — | — | — | $713K | 1.1% | |
| Transamerica TA Stock Index R 36,843 | — | — | — | $711K | 1.1% | |
| Dimensional DFA US Core Equity 15,218 | — | — | — | $658K | 1.0% | |
| Vanguard Small Cap Value Index Adm 5,436 | — | — | — | $626K | 1.0% | |
| Vanguard Target Retrmnt Inc | — | — | — | $577K | 0.9% | |
| Vanguard Retirement Income 44,038 | — | — | — | $577K | 0.9% | |
| Invesco Glbl R6 | — | — | — | $566K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral 4,303 | — | — | — | $424K | 0.7% | |
| Registered Investment Companies Allspring Precious Metals 6,416 | — | — | — | $359K | 0.6% | |
| Nuveen Small Cap Select A 22,779 | — | — | — | $348K | 0.5% | |
| Prudential PGIM Jennison Utility A 19,384 | — | — | — | $290K | 0.5% | |
| Columbia Convertible Securities A 12,006 | — | — | — | $268K | 0.4% | |
| Transamerica TA High Yield Bond R 32,235 | — | — | — | $264K | 0.4% | |
| Janus Henderson Overseas S 4,654 | — | — | — | $210K | 0.3% | |
| Loomis Sayles Loomis Sayles Bond Admin 17,641 | — | — | — | $207K | 0.3% | |
| Columbia Total Return Bond A 5,875 | — | — | — | $175K | 0.3% | |
| Nuveen Real Estate Securities A 8,376 | — | — | — | $127K | 0.2% | |
| Vanguard Intl Value Inv 3,379 | — | — | — | $127K | 0.2% | |
| Participant Loans Participant Loan Fund, Interest Rate 4.25% - 9.50% - | — | — | — | $115K | 0.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $115K | 0.2% | |
| Columbia Lg Cap Gr Opportunity Inst | — | — | — | $99K | 0.2% | |
| Vanguard Target Retirement 2030 2,475 | — | — | — | $94K | 0.1% | |
| Vanguard European Stock Index 1,173 | — | — | — | $93K | 0.1% | |
| American Funds American Funds American Balanced R3 2,182 | — | — | — | $75K | 0.1% | |
| American Funds American Funds Washington Mutual R3 667 | — | — | — | $41K | <0.1% | |
| State Street State Street Instl US Govt Money Market Premier 40,647 | — | — | — | $41K | <0.1% | |
| American Funds American Funds New Perspective R3 633 | — | — | — | $39K | <0.1% | |
| Vanguard Target Retirement 2025 2,046 | — | — | — | $38K | <0.1% | |
| Vanguard Target Retirement 2040 294 | — | — | — | $13K | <0.1% |
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