Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Independent Financial Group, LLC
Independent Financial Group, LLC
- Service provider, as named on Schedule C
- EIN 710927304
- Plan year 2024
- Direct compensation reported $266,119
Assets of those plans
$1,228,838,464
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$266,119
82% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 7 |
| 50 | Direct payment from the plan | 5 |
| 70 | Consulting fees | 5 |
| 99 | Other fees | 5 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group | $962,120,671 | 1,264 | $31,031 |
| New Directions Retirement Savings Plan for Family Care Network | Family Care Network | $108,766,326 | 677 | $87,644 |
| Triton Management Services, LLC 401(k) Plan | Triton Management Services | $46,511,182 | 384 | $13,259 |
| FIT Electronics, Inc. 401(k) Planrecordkeeper | FIT Electronics | $45,125,675 | 204 | $23,029 |
| Baker Electric 401(k) Retirement Savings Plan V | Baker Electric & Renewables | $20,255,827 | 359 | $0 |
| Birtcher Anderson & Davis 401(k) Plan | Birtcher Anderson & Davis Associates | $12,870,342 | 133 | $32,233 |
| Anastasia Beverly Hills LLC 401(k) Plan | Anastasia Beverly Hills | $8,376,137 | 213 | $13,180 |
| Roger's Gardens 401(k) Profit Sharing Plan | Roger's Gardens Newport Beach | $7,319,988 | 120 | $19,473 |
| NB Baker Electric, Inc. 401(k) Plan | NB Baker Electric Inc. DBA Baker Electric Home Energy | $6,736,215 | 165 | $0 |
| Redfish Labs 401(k) Planrecordkeeper | Redfish Labs | $6,427,283 | 142 | $31,228 |
| Terra Firma Foundation Repair, Inc. Retirement Savings Planrecordkeeper | Terrafirma Foundation Repair in | $4,328,818 | 177 | $15,042 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.