How big is Options for Independent Living Inc.'s plan?

Options for Independent Living Inc.'s plan reported $1.8M in assets and 22 participants for 2024.

Original filing (PDF)20250610145147NAL0025774816001

Options for Independent Living Inc.

Name: Options for Independent Living Inc. — 403(b) Thrift, Form 5500 (2024)
Creator: Options for Independent Living Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Options for Independent Living, Inc.

401(k) retirement plan · Options for Independent Living Inc.'s 403(b) Thrift Plan for Employees of Options for Independent Living, Inc. held $1.8M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

JOSH Theis signed Options for Independent Living Inc.'s 2024 Form 5500 as plan administrator.

JOSH Theis — 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

Options for Independent Living Inc.'s EIN is 39-1843312.

EIN 39-1843312

Plan number 001

Plan year 2024

ACK ID 20250610145147NAL0025774816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Options for Independent Living Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Options for Independent Living Inc.'s plan includes 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 OPTIONS FOR INDEPENDENT LIVING INC..

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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