How big is Independence Financial Partners' plan?

Independence Financial Partners' plan reported $2.2M in assets and 17 participants for 2024.

Original filing (PDF)20251006122746NAL0006062240001

Independence Financial Partners

Name: Independence Financial Partners — Independence, Form 5500 (2024)
Creator: Independence Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independence Financial Partners Retirement Plan

401(k) retirement plan · Independence Financial Partners' Independence Financial Partners Retirement Plan held $2.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Independence Financial Partners' EIN is 37-1430698.

EIN 37-1430698

Plan number 001

Plan year 2024

ACK ID 20251006122746NAL0006062240001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independence Financial Partners' 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 INDEPENDENCE FINANCIAL PARTNERS.

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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