How big is Independent Sector's plan?

Independent Sector's plan reported $5.2M in assets and 5 participants for 2024.

Original filing (PDF)20251009061104NAL0010865440001

Independent Sector

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

Form 5500-SF

FILING_RECEIVED

Independent Sector Defined Contribution Plan

Defined-contribution retirement plan · Independent Sector's Independent Sector Defined Contribution Plan held $5.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Independent Sector's EIN is 52-1081024.

EIN 52-1081024

Plan number 001

Plan year 2024

ACK ID 20251009061104NAL0010865440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Sector's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

INDEPENDENT SECTOR

EIN

all filings

Address

1602 L ST NW STE 900 · WASHINGTON, DC · 200365682

Phone

(202) 467-6100

Industry

Other Services (ex. Public Admin)

Plan administrator