How big is Independence Foundation's plan?

Independence Foundation's plan reported $5.8M in assets and 8 participants for 2024.

Original filing (PDF)20250716132145NAL0006993346001

Independence Foundation

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

Form 5500-SF

FILING_RECEIVED

Independence Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Independence Foundation's Independence Foundation 401(k) Profit Sharing Plan & Trust held $5.8M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Reginald T Shuford signed Independence Foundation's 2024 Form 5500 as plan administrator.

Reginald T Shuford — 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

Independence Foundation's EIN is 23-1352110.

EIN 23-1352110

Plan number 003

Plan year 2024

ACK ID 20250716132145NAL0006993346001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independence Foundation'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 INDEPENDENCE FOUNDATION.

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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