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Original filing (PDF)20260316125209NAL0001384864001
INDEPENDENCE PET GROUP, INC
Form 5500
FILING_RECEIVED
INDEPENDENCE PET GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 16.0 moNo recordkeeper disclosed
Active participants
932
Accounts w/ balance
1,122
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 16.0 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENCE PET GROUP, INC.
Plan sponsor
Name
INDEPENDENCE PET GROUP, INC
EIN
87-3021061
Address
1701 PENNSYLVANIA AVENUE NW · SUITE 8 · WASHINGTON, DC · 20006
Phone
(919) 926-2737
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2026-03-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $55K | — |
| MATRIX TRUST COMPANY N.A. | 75-3182674 | — | NONE | $0 | — |
Investments
1 pooled fund· $199K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ONEAMERICA STABLE VALUE FUND BMO HARRIS BANK N.A. · EIN 39-6490536 / PN 001 | Common Collective Trust | $199K | 1.1% |
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