Original filing (PDF)20250505135058NAL0005874115001

INDEPENDENCE WEALTH ADVISORS, LLC

Name: INDEPENDENCE WEALTH ADVISORS, LLC — INDEPENDENCE WEALTH ADVISORS, LLC, 401(K) PLAN, Form 5500 (2024)
Creator: INDEPENDENCE WEALTH ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

INDEPENDENCE WEALTH ADVISORS, LLC, 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

INDEPENDENCE WEALTH ADVISORS, LLC

EIN

82-3792260

Address

6480 ROCKSIDE WOODS SOUTH · SUITE 130 · INDEPENDENCE, OH · 44131

Phone

(216) 268-3888

Industry