· 2022–2024 · DOL EFAST2

INDEPENDENT LIVING OPTIONS INC — INDEPENDENT LIVING OPTIONS INC TAX SHELTERED PENSION PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250722075710NAL0005186754001

INDEPENDENT LIVING OPTIONS INC

Form 5500-SF

FILING_RECEIVED

INDEPENDENT LIVING OPTIONS INC TAX SHELTERED PENSION PLAN

403(b) retirement plan

Active participants

14

Accounts w/ balance

13

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

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

66

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 LIVING OPTIONS INC.

Plan sponsor

Name

INDEPENDENT LIVING OPTIONS INC

EIN

31-0918497

Address

632 VINE ST STE 601 · CINCINNATI, OH · 452020000

Phone

(999) 999-9999

Industry

Health Care & Social Assistancesee 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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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