Back to filter
Original filing (PDF)20251006122746NAL0006062240001
INDEPENDENCE FINANCIAL PARTNERS
Form 5500-SF
FILING_RECEIVED
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
25
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENCE FINANCIAL PARTNERS.
Plan sponsor
Name
INDEPENDENCE FINANCIAL PARTNERS
EIN
37-1430698
Address
935 JEFFERSON BLVD., SUITE 2000 · WARWICK, RI · 02886
Phone
(401) 732-4800
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
PARISI GRAY WEALTH MANAGEMENT LLC
PARISI GRAY WEALTH MANAGEMENT LLC PENSION PLAN
$2.2M · 3 participants
VISTA WEALTH STRATEGIES LLC
VISTA WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
HUBER, WEAKLAND & ASSOCIATES, INC.
HW&A 401K PROFIT SHARING PLAN & TRUST
$2.2M · 3 participants
ELM44 FINANCIAL GROUP
ELM44 401(K) PLAN
$2.2M · 2 participants
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC 401(K) PLAN
$2.2M · 6 participants
BILLD, LLC
BILLD 401(K) PLAN
$2.2M · 77 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B