How big is Independent Institute's plan?

Independent Institute's plan reported $483K in assets and 30 participants for 2024.

Original filing (PDF)20251013162657NAL0003554786001

Independent Institute

Name: Independent Institute — Independent Institute 401(k), Form 5500 (2024)
Creator: Independent Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Institute 401(k) Plan

401(k) retirement plan · Independent Institute's Independent Institute 401(k) Plan held $483K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$483K

Net assets (EOY)

$483K

People on this filing

Bradley Devos signed Independent Institute's 2024 Form 5500 as plan administrator.

Bradley Devos — 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

Independent Institute's EIN is 94-3008370.

EIN 94-3008370

Plan number 002

Plan year 2024

ACK ID 20251013162657NAL0003554786001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Institute's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT INSTITUTE.

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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