OpenERISA

Independence Advisory Group, LLC

Chadds Ford, PA, 19317

EIN 82-3402815
Plans
2
Total participants
30
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in PennsylvaniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Independence Advisory Group, LLC 401(K)Plan5
2024Form 5500-SF001Independence Advisory Group, LLC 401(K)Plan5
2023Form 5500-SF001Independence Advisory Group, LLC 401(K)Plan4
2022Form 5500-SF001Independence Advisory Group, LLC 401(K)Plan2
2022Form 5500-SF002Independence Advisory Group, LLC Cash Balance Plan2
2022Form 5500-SF002Independence Advisory Group, LLC Cash Balance Plan0
2021Form 5500-SF001Independence Advisory Group, LLC 401(K)Plan3
2021Form 5500-SF002Independence Advisory Group, LLC Cash Balance Plan3
2020Form 5500-SF001Independence Advisory Group, LLC 401(K)Plan3
2020Form 5500-SF002Independence Advisory Group, LLC Cash Balance Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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