Original filing (PDF)20250203213142NAL0013919170001

CONCEPTS OF INDEPENDENCE, INC.

Name: CONCEPTS OF INDEPENDENCE, INC. — SECTION 403(B) PLAN FOR CONCEPTS OF INDEPENDENCE, INC., Form 5500 (2023)
Creator: CONCEPTS OF INDEPENDENCE, INC.

Form 5500-SF

FILING_RECEIVED

SECTION 403(B) PLAN FOR CONCEPTS OF INDEPENDENCE, INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCEPTS OF INDEPENDENCE, INC..

Plan sponsor

Name

CONCEPTS OF INDEPENDENCE, INC.

EIN