How big is Independent Settlement Group, LLC's plan?

Independent Settlement Group, LLC's plan reported $4.6M in assets and 40 participants for 2025.

Original filing (PDF)20260331112538NAL0000005089001

Independent Settlement Group, LLC

Name: Independent Settlement Group, LLC — EKKO Title, Form 5500 (2025)
Creator: Independent Settlement Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EKKO Title 401(k) Plan

401(k) retirement plan · Independent Settlement Group, LLC's EKKO Title 401(k) Plan held $4.6M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Sheldon Leggett signed Independent Settlement Group, LLC's 2025 Form 5500 as plan administrator.

Sheldon Leggett — 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

Independent Settlement Group, LLC's EIN is 26-1995782.

EIN 26-1995782

Plan number 001

Plan year 2025

ACK ID 20260331112538NAL0000005089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Independent Settlement Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Independent Settlement Group, 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 INDEPENDENT SETTLEMENT GROUP, LLC.

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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

Knocking points off