How big is Independent Associates' plan?

Independent Associates' plan reported $7.0M in assets and 30 participants for 2024.

Original filing (PDF)20250417101218NAL0001952946001

Independent Associates

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

Form 5500-SF

FILING_RECEIVED

Independent Associates 401(k) Plan

401(k) retirement plan · Independent Associates' Independent Associates 401(k) Plan held $7.0M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Tracy Thompson signed Independent Associates' 2024 Form 5500 as plan administrator.

Tracy Thompson — 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 Associates' EIN is 54-2008646.

EIN 54-2008646

Plan number 001

Plan year 2024

ACK ID 20250417101218NAL0001952946001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Associates' plan includes profit-sharing, a 401(k) feature, 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 ASSOCIATES.

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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