Independence Bank's EIN is 81-0331859.
Download the official 2024 Form 5500 (PDF) for Independence Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independence Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD-KEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIED INVESTMENT ADVISORS, LLC | — | BILLINGS, MT | INVESTMENT ADVISOR | $91K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.1M | 46.6% | |
| [Assets held in employer securities] | Other | — | — | $13.4M | 38.9% | |
| [Assets held in common stock] | Other | — | — | $3.0M | 8.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $86K | 0.3% | |
| [Assets held in participant loans] | Other | — | — | $15K | <0.1% |
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD, CO |
| INVESTMENT ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY, INC. | 91-1661080 | LIBERTY LAKE, WA | TPA | $4K | — |
