· 2022–2024 · DOL EFAST2

ALLIANCE FOR INDEPENDENCE, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250729080837NAL0001170595001

ALLIANCE FOR INDEPENDENCE, INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE

403(b) retirement plan

Active participants

13

Accounts w/ balance

9

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

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

54

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ALLIANCE FOR INDEPENDENCE, INC.

EIN

59-0812958

Address

2710 W. MEMORIAL BOULEVARD · LAKELAND, FL · 33815

Phone

(863) 665-3846

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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