Back to filter
Original filing (PDF)20251008224835NAL0006007265001
INDEPENDENCE POINT ADVISORS LLC
Form 5500-SF
FILING_RECEIVED
INDEPENDENCE POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
44
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
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 INDEPENDENCE POINT ADVISORS LLC.
Plan sponsor
Name
INDEPENDENCE POINT ADVISORS LLC
EIN
87-1785040
Address
101 GREENWICH ST · SUITE 1202 · NEW YORK, NY · 10006
Phone
(212) 801-1250
Industry
Finance & Insurancesee 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
2025-10-08
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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 Finance & Insurance plans
VISION RIDGE PARTNERS, LLC
VISION RIDGE PARTNERS, LLC 401(K) PLAN
$5.1M · 34 participants
GEORGE K. BAUM HOLDINGS, INC.
BAUM CAPITAL PARTNERS 401(K) PLAN
$5.1M · 9 participants
CORNERSTONE INVESTMENT PARTNERS, LLC
CORNERSTONE INVESTMENT PARTNERS, LLC 401(K) RETIREMENT PLAN
$5.0M · 15 participants
PORTFOLIOVISION, INC.
PORTFOLIOVISION, INC. 401(K) PLAN
$5.1M · 10 participants
BUTCHERJOSEPH & CO, LLC
BUTCHERJOSEPH & CO, LLC 401(K) PLAN
$5.1M · 27 participants
QUEST PARTNERS LLC
QUEST PARTNERS LLC 401(K) RETIREMENT PLAN
$5.0M · 41 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B