Independence Holdings, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Independence Holdings, INC.
  • Sponsor EIN: 461560334
  • Sponsor Address: 1115 GUNN HIGHWAY, ODESSA, FL, 33556
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 81
  • Total Assets: $64.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202581$64.9M$0$0
202466$57.4M$43,033$0
202366$49.6M$65,340$0
202264$56.4M$65,131$0

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