How big is Independent Advisor Alliance, LLC's plan?

Independent Advisor Alliance, LLC's plan reported $2.8M in assets and 47 participants for 2024.

Original filing (PDF)20250626150706NAL0009107777001

Independent Advisor Alliance, LLC

Name: Independent Advisor Alliance, LLC — Independent, Form 5500 (2024)
Creator: Independent Advisor Alliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Advisor Alliance 401(k) Plan

401(k) retirement plan · Independent Advisor Alliance, LLC's Independent Advisor Alliance 401(k) Plan held $2.8M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Jessica Sexton signed Independent Advisor Alliance, LLC's 2024 Form 5500 as plan administrator.

Jessica Sexton — 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

Independent Advisor Alliance, LLC's EIN is 46-3825461.

EIN 46-3825461

Plan number 001

Plan year 2024

ACK ID 20250626150706NAL0009107777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Independent Advisor Alliance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Advisor Alliance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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