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BECOMING INDEPENDENT — BECOMING INDEPENDENT 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250829154849NAL0022583682001
BECOMING INDEPENDENT
Form 5500-SF
FILING_RECEIVED
BECOMING INDEPENDENT 403(B) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
153
Accounts w/ balance
77
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BECOMING INDEPENDENT
.
Find decision makers
Plan sponsor
Name
BECOMING INDEPENDENT
EIN
94-2641147
Address
1455 CORPORATE CENTER PARKWAY · SANTA ROSA, CA · 95407
Phone
(707) 524-6612
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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