· 2022–2024 · DOL EFAST2

INDEPENDENT WEALTH MANAGEMENT — INDEPENDENT WEALTH MANAGEMENT 401K PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250908124443NAL0032470864001

INDEPENDENT WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

INDEPENDENT WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

9

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

INDEPENDENT WEALTH MANAGEMENT

EIN

26-3598446all filings

Address

291 N CLEVELAND MASSILLON ROAD · AKRON, OH · 44333

Phone

(330) 666-8131

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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