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INDEPENDENCE POINT ADVISORS LLC

EIN 87-1785040-banking-Latest filing 2024
Plans
1
Retirement
1
$5.0M assets
Welfare
0
Participants
44
101 GREENWICH ST, SUITE 1202 - NEW YORK, NY 10006212-801-1250independencepoint.comLinkedIn11-50 employeesbanking
Plans on this EIN
1 filing
#001401k-$5.0M - 44 part

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Retirement#001

INDEPENDENCE POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN

401k

Assets$5.0M
Participants44
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INDEPENDENCE POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN401k$5.0M442024
Retirement plans
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