Original filing (PDF)20260113165352NAL0016055584001

Independent Living Services Inc.

Name: Independent Living Services Inc. — Independent, Form 5500 (2024)
Creator: Independent Living Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Independent Living Services Inc. 403(b) Plan

403(b) retirement plan · Independent Living Services Inc.'s Independent Living Services Inc. 403(b) Plan held $3.1M in plan assets for 376 participants in 2024, with OneAmerica as recordkeeper.

Signals · 3

Non-clean audit opinion100% employer stockCorrective distributions issued

Active participants

376

Accounts w/ balance

274

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT LIVING SERVICES INC..

Plan sponsor

Name

INDEPENDENT LIVING SERVICES INC.

EIN

23-7167314all filings

Address

1615 INDEPENDENCE AVE · CONWAY, AR · 72034

Phone

(501) 358-6192

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

LANDMARK PLC

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$3K	—
MASSMUTUAL LIFE INSURANCE CO	04-1590850	—	RECORD KEEPER	$350	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES AND CO

Investments

49 direct securities · 2 pooled funds· $5.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.9M

2 holdings

Common Stocks

$2.9M

49 holdings

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$2.7M	86.1%
American United Life Insurance Company	Common Stocks	—	—	$604K	19.3%
American United Life Insurance Company	Common Stocks	—	—	$330K	10.5%
American United Life Insurance Company	Common Stocks	—	—	$258K	8.2%
American United Life Insurance Company	Common Stocks	—	—	$236K	7.5%
American United Life Insurance Company	Common Stocks	—	—	$233K	7.4%
SEPARATE ACCOUNT II HARTFORD LIFE INSURANCE CO · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$227K	7.2%
American United Life Insurance Company	Common Stocks	—	—	$178K	5.7%
American United Life Insurance Company	Common Stocks	—	—	$149K	4.7%
American United Life Insurance Company	Common Stocks	—	—	$113K	3.6%
American United Life Insurance Company	Common Stocks	—	—	$111K	3.5%
American United Life Insurance Company	Common Stocks	—	—	$80K	2.5%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$75K	2.4%
American United Life Insurance Company	Common Stocks	—	—	$65K	2.1%
American United Life Insurance Company	Common Stocks	—	—	$50K	1.6%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$46K	1.5%
American United Life Insurance Company	Common Stocks	—	—	$41K	1.3%
American United Life Insurance Company	Common Stocks	—	—	$35K	1.1%
American United Life Insurance Company	Common Stocks	—	—	$34K	1.1%
American United Life Insurance Company	Common Stocks	—	—	$30K	1.0%
American United Life Insurance Company	Common Stocks	—	—	$30K	1.0%
American United Life Insurance Company	Common Stocks	—	—	$26K	0.8%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$26K	0.8%
American United Life Insurance Company	Common Stocks	—	—	$25K	0.8%
American United Life Insurance Company	Common Stocks	—	—	$21K	0.7%
American United Life Insurance Company	Common Stocks	—	—	$18K	0.6%
American United Life Insurance Company	Common Stocks	—	—	$18K	0.6%
American United Life Insurance Company	Common Stocks	—	—	$12K	0.4%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$10K	0.3%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$10K	0.3%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$9K	0.3%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$8K	0.3%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$8K	0.3%
American United Life Insurance Company	Common Stocks	—	—	$8K	0.3%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$7K	0.2%
American United Life Insurance Company	Common Stocks	—	—	$6K	0.2%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$4K	0.1%
American United Life Insurance Company	Common Stocks	—	—	$4K	0.1%
American United Life Insurance Company	Common Stocks	—	—	$2K	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$2K	<0.1%
American United Life Insurance Company	Common Stocks	—	—	$1K	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$391	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$333	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$288	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$234	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$157	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$120	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$102	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$92	<0.1%
Talcott Resolution Life Insurance Company	Common Stocks	—	—	$24	<0.1%