Original filing (PDF)20231219155247NAL0001860594001

Independence Advisory Group, LLC

Name: Independence Advisory Group, LLC — Independence, Form 5500 (2022)
Creator: Independence Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independence Advisory Group, LLC Cash Balance Plan

Defined-benefit pension plan · Independence Advisory Group, LLC's Independence Advisory Group, LLC Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 82-3402815

Plan number 002

Plan year 2022

ACK ID 20231219155247NAL0001860594001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Independence Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Independence Advisory Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENCE ADVISORY GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score