How big is Independence Wealth Advisory Services LLC's plan?

Independence Wealth Advisory Services LLC's plan reported $17K in assets and 2 participants for 2024.

Original filing (PDF)20250709172811NAL0005923169001

Independence Wealth Advisory Services LLC

Name: Independence Wealth Advisory Services LLC — Form 5500 Plan 001 (2024)
Creator: Independence Wealth Advisory Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independence Wealth Advisory Services LLC 401(k) Plan

401(k) retirement plan · Independence Wealth Advisory Services LLC's Independence Wealth Advisory Services LLC 401(k) Plan held $17K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan identifiers

Independence Wealth Advisory Services LLC's EIN is 82-5111344.

EIN 82-5111344

Plan number 001

Plan year 2024

ACK ID 20250709172811NAL0005923169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Independence Wealth Advisory Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Independence Wealth Advisory Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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

Knocking points off