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Original filing (PDF)20251013073911NAL0000348883001
INDEPENDENCE MISSION SCHOOLS
Form 5500
FILING_RECEIVED
INDEPENDENCE MISSION SCHOOLS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
421
Accounts w/ balance
265
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENCE MISSION SCHOOLS.
Plan sponsor
Name
INDEPENDENCE MISSION SCHOOLS
EIN
45-4720688
Address
120 SOUTH WARNER ROAD · SUITE 200 · KING OF PRUSSIA, PA · 19406
Phone
(610) 200-5100
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERRY MILETICS | 20-6542725 | — | INVESTMENT MANAGER | $26K | — |
| NORTHEAST FINANCIAL GROUP | — | TANNERSVILLE, PA | INVESTMENT MANAGER | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV | — | WEST COLUMBIA, SC | RECORKEEPER | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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