How big is Independent Capital Management LLC's plan?

Independent Capital Management LLC's plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20250623114117NAL0003520051001

Independent Capital Management LLC

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

Form 5500-SF

FILING_RECEIVED

Independent Capital Management LLC 401(k) Plan

401(k) retirement plan · Independent Capital Management LLC's Independent Capital Management LLC 401(k) Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Robert Knapke signed Independent Capital Management LLC's 2024 Form 5500 as plan administrator.

Robert Knapke — 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 Capital Management LLC's EIN is 26-3029556.

EIN 26-3029556

Plan number 001

Plan year 2024

ACK ID 20250623114117NAL0003520051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Independent Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Capital Management 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 CAPITAL MANAGEMENT LLC.

Finding similar companies…

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