Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INDEPENDENT ACTUARIES, INC.
EIN 36-4561119financial servicesLatest filing 2024
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
46
FIVE CENTERPOINTE, SUITE 520 - LAKE OSWEGO, OR 97035503-520-0848independentactuaries.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 46 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN
401k
Assets$5.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDEPENDENT ACTUARIES, INC. PROFIT SHARING PLAN | 401k | $5.2M | 26 | 2024 | |
| 002 | INDEPENDENT ACTUARIES, INC. CASH BALANCE PLAN | CashBalance | $2.8M | 20 | 2024 |
Retirement plans