How big is Independence Advisory Group, LLC's plan?

Independence Advisory Group, LLC's plan reported $4.1M in assets and 5 participants for 2025.

Original filing (PDF)20260225125103NAL0002960513001

Independence Advisory Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Independence Advisory Group, LLC 401(k)Plan

401(k) retirement plan · Independence Advisory Group, LLC's Independence Advisory Group, LLC 401(k)Plan held $4.1M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Independence Advisory Group, LLC's EIN is 82-3402815.

EIN 82-3402815

Plan number 001

Plan year 2025

ACK ID 20260225125103NAL0002960513001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Independence Advisory Group, 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 ADVISORY GROUP, LLC.

Finding similar companies…

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