How big is Independent Professional Manag's plan?

Independent Professional Manag's plan reported $1.5M in assets and 36 participants for 2025.

Original filing (PDF)20260424082952NAL0005515809001

Independent Professional Manag

Name: Independent Professional Manag — Independent, Form 5500 (2025)
Creator: Independent Professional Manag
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Professional Manag 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Independent Professional Manag's Independent Professional Manag 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Independent Professional Manag's EIN is 76-0370366.

EIN 76-0370366

Plan number 001

Plan year 2025

ACK ID 20260424082952NAL0005515809001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Independent Professional Manag from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Independent Professional Manag'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 INDEPENDENT PROFESSIONAL MANAG.

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Plan health score

Above-average plan

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