How big is Independence Professionals, LLC's plan?

Independence Professionals, LLC's plan reported $1.5M in assets and 26 participants for 2024.

Original filing (PDF)20250903163555NAL0026240032001

Independence Professionals, LLC

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

Form 5500-SF

FILING_RECEIVED

Independence Professionals, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Independence Professionals, LLC's Independence Professionals, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Maria D Welty signed Independence Professionals, LLC's 2024 Form 5500 as plan administrator.

Maria D Welty — 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 Professionals, LLC's EIN is 25-1873963.

EIN 25-1873963

Plan number 001

Plan year 2024

ACK ID 20250903163555NAL0026240032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independence Professionals, 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 INDEPENDENCE PROFESSIONALS, LLC.

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Plan health score

Above-average plan

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