Back to filter
Original filing (PDF)20250718094226NAL0002708818001
INDEPENDENT CAPITAL DISTRIBUTORS LLC
Form 5500-SF
FILING_RECEIVED
INDEPENDENT CAPITAL DISTRIBUTORS 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
72
Plan assets (EOY)
$322K
Net assets (EOY)
$322K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENT CAPITAL DISTRIBUTORS LLC.
Plan sponsor
Name
INDEPENDENT CAPITAL DISTRIBUTORS LLC
EIN
83-1392014
Address
11 POPLAR ST · ATTN MIKE WALLIS · IPSWICH, MA · 01938
Phone
(978) 380-8748
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
BRYTON TRUCKING, LLC
BRYTON TRUCKING, LLC 401(K) PLAN
$322K · 5 participants
JERRY D. BOWERS TRUCKING, LLC
BOWERS TRUCKING 401(K) PLAN
$322K · 70 participants
V. ANGOCO TRUCKING, INC.
V. ANGOCO TRUCKING, INC. 401(K) PROFIT SHARING PLAN
$322K · 11 participants
FOUR SQUARE VENTURES INC.
FOUR SQUARE VENTURES INC. 401(K) PLAN
$323K · 185 participants
ECOFLEET TRANSPORTATION, INC.
ECOFLEET TRANSPORTATION, INC. DEFINED BENEFIT PLAN
$322K · 4 participants
LOPES TRUCKING SERVICE, INC.
LOPES TRUCKING SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$323K · 13 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B