How big is Becoming Independent's plan?

Becoming Independent's plan reported $2.6M in assets and 153 participants for 2024.

Original filing (PDF)20250829154849NAL0022583682001

Becoming Independent

Name: Becoming Independent — Becoming Independent 403(b), Form 5500 (2024)
Creator: Becoming Independent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Becoming Independent 403(b) Retirement Plan

401(k) retirement plan · Becoming Independent's Becoming Independent 403(b) Retirement Plan held $2.6M in plan assets for 153 participants in 2024.

Signals · 1

No auditor on file

Active participants

153

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Brighton Hillstead signed Becoming Independent's 2024 Form 5500 as plan administrator.

Brighton Hillstead — 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

Becoming Independent's EIN is 94-2641147.

EIN 94-2641147

Plan number 001

Plan year 2024

ACK ID 20250829154849NAL0022583682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Becoming Independent from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Becoming Independent'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 BECOMING INDEPENDENT.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score