# Independence Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/independence-holding-company-401k-plan

> Independence Holding Company's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independence Holding Company

- **Sponsor EIN:** 581407235

- **Sponsor Address:** 96 CUMMINGS POINT ROAD, STAMFORD, CT, 06902

- **Plan Type:** 401(k)

- **Total Participants:** 174

- **Total Assets:** $36.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|174|$36.8M|$399,800|$1.3M|

| 2023|156|$35.1M|$365,364|$1.3M|

| 2022|158|$30.6M|$453,551|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$60,880|$10,560|—|—|—|

| 2023|$56,117|$4,913|—|—|—|

| 2022|$114,184|—|—|—|$114,184|

## Similar Plans

- [Jmg Insurance Corp.](https://planprovider.pro/companies/jmg-insurance-corp-401k-plan) — 194 participants

- [Signal Management Services, LLC](https://planprovider.pro/companies/signal-management-services-llc-401k-plan) — 146 participants

- [Schmitt-Sussman Enterprises, INC. Dba Pfp Services](https://planprovider.pro/companies/schmitt-sussman-enterprises-inc-401k-plan) — 208 participants

- [Bennie Health, INC.](https://planprovider.pro/companies/bennie-health-inc-401k-plan) — 131 participants

- [Smith Brothers Insurance, LLC](https://planprovider.pro/companies/smith-brothers-insurance-llc-401k-plan) — 222 participants

- [Ahrens, Fuller, St. John & Vincent, INC.](https://planprovider.pro/companies/ahrens-fuller-st-john-vincent-inc-401k-plan-001-7752) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/independence-holding-company-401k-plan)

© 2026 PlanProvider.Pro