Independent Financial Group, Llc 401(k) Plan
Sponsored by Independent Financial Group, Llc · EIN 710927304 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 93
- With balances
- 115
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Finl Group | Investment advisory (plan), Direct payment from the plan | $26,250 |
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping | $2,325 |