Original filing (PDF)20260414113558NAL0015839665001

Independent Investment Advisors, LLC

Name: Independent Investment Advisors, LLC — Independent, Form 5500 (2025)
Creator: Independent Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Investment Advisors, LLC 401(k) Plan

401(k) retirement plan · Independent Investment Advisors, LLC's Independent Investment Advisors, LLC 401(k) Plan held $403K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th 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 & Insurance

Plan administrator