How big is Independent Advisers Group, Inc.'s plan?

Independent Advisers Group, Inc.'s plan reported $417K in assets and 2 participants for 2025.

Original filing (PDF)20260511095831NAL0007311728001

Independent Advisers Group, Inc.

Name: Independent Advisers Group, Inc. — Independent, Form 5500 (2025)
Creator: Independent Advisers Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Advisers Group 401(k) Plan

401(k) retirement plan · Independent Advisers Group, Inc.'s Independent Advisers Group 401(k) Plan held $417K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

Plan identifiers

Independent Advisers Group, Inc.'s EIN is 84-3224207.

EIN 84-3224207

Plan number 001

Plan year 2025

ACK ID 20260511095831NAL0007311728001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Independent Advisers Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Independent Advisers Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT ADVISERS GROUP, INC..

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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

Helping the score