How big is Independence Financial, LLC's plan?

Independence Financial, LLC's plan reported $2.3M in assets and 7 participants for 2025.

Original filing (PDF)20260415120000NAL0025380930001

Independence Financial, LLC

Name: Independence Financial, LLC — Independence Financial, Form 5500 (2025)
Creator: Independence Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independence Financial Retirement Savings Plan

401(k) retirement plan · Independence Financial, LLC's Independence Financial Retirement Savings Plan held $2.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Independence Financial, LLC's EIN is 71-0993578.

EIN 71-0993578

Plan number 001

Plan year 2025

ACK ID 20260415120000NAL0025380930001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Independence Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Independence Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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