How big is Center for Independence's plan?

Center for Independence's plan reported $574K in assets and 44 participants for 2025.

Original filing (PDF)20260330145803NAL0009354833001

Center for Independence

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

Form 5500-SF

FILING_RECEIVED

Center for Independence Tax Sheltered Annuity

401(k) retirement plan · Center for Independence's Center for Independence Tax Sheltered Annuity held $574K in plan assets for 44 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$574K

Net assets (EOY)

$574K

People on this filing

MONA Gordon signed Center for Independence's 2025 Form 5500 as plan administrator.

MONA Gordon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Center for Independence's EIN is 84-1090306.

EIN 84-1090306

Plan number 001

Plan year 2025

ACK ID 20260330145803NAL0009354833001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Center for Independence's plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off