Original filing (PDF)20250318123725NAL0001721283001

INDEPENDENT FINANCE AND INSURANCE CORPORATION

Name: INDEPENDENT FINANCE AND INSURANCE CORPORATION — INDEPENDENT FINANCE & INSURANCE CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: INDEPENDENT FINANCE AND INSURANCE CORPORATION

Form 5500-SF

FILING_RECEIVED

INDEPENDENT FINANCE & INSURANCE CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT FINANCE AND INSURANCE CORPORATION.

Plan sponsor

Name

INDEPENDENT FINANCE AND INSURANCE CORPORATION

EIN

46-1226290

Address

299 CAMINO GARDENS BLVD, SUITE 203 · BOCA RATON, FL · 33432

Phone

(561) 368-5515

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator