How big is Road to Independence Inc.'s plan?

Road to Independence Inc.'s plan reported $61K in assets and 51 participants for 2024.

Original filing (PDF)20250703170034NAL0000799793001

Road to Independence Inc.

Name: Road to Independence Inc. — Form 5500 (2024)
Creator: Road to Independence Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Road to Independence Inc. held $61K in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Dwayne Powell signed Road to Independence Inc.'s 2024 Form 5500 as plan administrator.

Dwayne Powell — 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

Road to Independence Inc.'s EIN is 27-3630492.

EIN 27-3630492

Plan number 001

Plan year 2024

ACK ID 20250703170034NAL0000799793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Road to Independence Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Road to Independence Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

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

Plan sponsor

Name

ROAD TO INDEPENDENCE INC

EIN

all filings

Address

45030 TREVOR AVE SUITE B · LANCASTER, CA · 93534

Phone

(310) 413-3730

Industry

Health Care & Social Assistance

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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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