How big is Independence Wealth Advisors' plan?

Independence Wealth Advisors' plan reported $892K in assets and 1 participants for 2024.

Original filing (PDF)20250626104533NAL0012688528001

Independence Wealth Advisors

Name: Independence Wealth Advisors — Independence Wealth, Form 5500 (2024)
Creator: Independence Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independence Wealth Advisors 401(k) Plan

401(k) retirement plan · Independence Wealth Advisors' Independence Wealth Advisors 401(k) Plan held $892K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$892K

Net assets (EOY)

$892K

Plan identifiers

Independence Wealth Advisors' EIN is 51-0356091.

EIN 51-0356091

Plan number 001

Plan year 2024

ACK ID 20250626104533NAL0012688528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Independence Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Independence Wealth Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENCE WEALTH ADVISORS.

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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