Original filing (PDF)20250916132830NAL0002576704001

INDEPENDENT INVESTMENT ADVISORS, LLC

Name: INDEPENDENT INVESTMENT ADVISORS, LLC — INDEPENDENT INVESTMENT ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: INDEPENDENT INVESTMENT ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

INDEPENDENT INVESTMENT ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$907K

Net assets (EOY)

$907K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT INVESTMENT ADVISORS, LLC.

Plan sponsor

Name

INDEPENDENT INVESTMENT ADVISORS, LLC

EIN

43-2106019all filings

Address

12525 NEW BRITTANY BLVD #30 · FORT MYERS, FL · 33907

Phone

(239) 333-0490

Industry

Finance & Insurancesee all

Plan administrator