Original filing (PDF)20250929092351NAL0011971152001

The Rutherford Group LLC DBA Independence Home Health LLC

Name: The Rutherford Group LLC DBA Independence Home Health LLC — Form 5500 Plan 001 (2024)
Creator: The Rutherford Group LLC DBA Independence Home Health LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independence Home Health 401(k) Plan

401(k) retirement plan · The Rutherford Group LLC DBA Independence Home Health LLC's Independence Home Health 401(k) Plan held $56K in plan assets for 117 participants in 2024.

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

David Rutherford signed The Rutherford Group LLC DBA Independence Home Health LLC's 2024 Form 5500 as plan administrator.

David Rutherford — 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

The Rutherford Group LLC DBA Independence Home Health LLC's EIN is 45-3933441.

EIN 45-3933441

Plan number 001

Plan year 2024

ACK ID 20250929092351NAL0011971152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Rutherford Group LLC DBA Independence Home Health LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Rutherford Group LLC DBA Independence Home Health LLC's 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 THE RUTHERFORD GROUP LLC DBA INDEPENDENCE HOME HEALTH LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score