How big is Independence Point Advisors LLC's plan?

Independence Point Advisors LLC's plan reported $5.0M in assets and 20 participants for 2024.

Original filing (PDF)20251008224835NAL0006007265001

Independence Point Advisors LLC

Name: Independence Point Advisors LLC — Independence Point, Form 5500 (2024)
Creator: Independence Point Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independence Point Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Independence Point Advisors LLC's Independence Point Advisors LLC 401(k) Profit Sharing Plan held $5.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Julie Rosenberg signed Independence Point Advisors LLC's 2024 Form 5500 as plan administrator.

Julie Rosenberg — 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

Independence Point Advisors LLC's EIN is 87-1785040.

EIN 87-1785040

Plan number 001

Plan year 2024

ACK ID 20251008224835NAL0006007265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independence Point Advisors LLC'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 INDEPENDENCE POINT ADVISORS LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

INDEPENDENCE POINT ADVISORS LLC

EIN

all filings

Address

101 GREENWICH ST · SUITE 1202 · NEW YORK, NY · 10006

Phone

(212) 801-1250

Industry

Finance & Insurance

Plan administrator