Sponsor portfolio
INDEPENDENCE WEALTH ADVISORS
EIN 51-0356091financial servicesLatest filing 2024
Plans
1
Retirement
1
$892K assets
Welfare
0
Participants
1
260 KENNET PIKE - CHADDS FORD, PA 19317302-763-1180independenceadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDEPENDENCE WEALTH ADVISORS 401(K) PLAN | 401k | $892K | 1 | 2024 |
Retirement plans