Original filing (PDF)20251113220054NAL0001504211028

INDY FINANCIAL, INC.

Name: INDY FINANCIAL, INC. — INDY FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: INDY FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

INDY FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDY FINANCIAL, INC..

Plan sponsor

Name

INDY FINANCIAL, INC.

EIN

84-2096765

Address

6600 CHASE OAKS BLVD · STE 150 · PLANO, TX · 750232383

Phone

(201) 951-9681

Industry

Finance & Insurancesee all

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-07-08

Filed

2025-11-13

Pension benefit codes

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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