Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Independent Financial Group LLC
Independent Financial Group LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $424,086
Assets of those plans
$211,061,000
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$424,086
83% 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) | 15 |
| 55 | Other commissions | 2 |
| 26 | Investment advisory (participants) | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| GFR Retirement Savings Plan | GFR Services | $55,263,365 | 483 | $104,612 |
| Plan de Participacion de Ganancias Para Los Empleados de Suiza Dairy Y SUS Afiliadas | Suiza Dairy | $17,991,620 | 617 | $56,473 |
| Colville Tribal Enterprises Corp. Retirement Plan | Colville Tribal Federal | $17,542,171 | 2,997 | $13,800 |
| Chicago Dryer Company Retirement Plan | Chicago Dryer | $15,860,963 | 200 | $19,615 |
| Smith-emery International, Inc. 401(k) Plan | Smith-emery International | $13,531,049 | 199 | $0 |
| First Hospital Panamericano 401(k) Savings Plan | First Hospital Panamericano | $12,281,880 | 396 | $28,863 |
| Badillo Saatchi & Saatchi, Inc. Employees Savings Plan | Badillo Saatchi & Saatchi | $12,064,703 | 168 | $50,380 |
| Menarini Silicon Biosystems 401(k) Profit Sharing Plan | Menarini Silicon Biosystems | $9,090,276 | 132 | $0 |
| Mueblerias Berrios Retirement Plan | Empresas Berrios | $8,994,168 | 652 | $27,331 |
| Dinwiddie-hines Construction, Inc. 401(k) Plan | Dinwiddie-hines Construction | $8,510,502 | 97 | $0 |
| Puerto Rico Waste Management Group Corp. 1165(e) Plan | Puerto Rico Waste Management Group | $7,398,501 | 1,242 | $33,478 |
| Compania Cervecera de Puerto Rico Retirement Plan - Administrative | Compania Cervecera de Puerto Rico | $7,071,883 | 160 | $15,780 |
| CCL Label de Puerto Rico, Inc. Retirement & Savings Plan | CCL Puerto Rico | $6,495,958 | 298 | $23,753 |
| Mentor Technical Group Corp. Profit Sharing and Savings Plan | Mentor Technical Group | $6,335,468 | 224 | $17,549 |
| Cooperativa de Ahorro Y Credito Oriental Retirement Plan | Cooperativa de Ahorro Y Credito Oriental | $6,226,906 | 151 | $13,901 |
| Compania Cervecera de P. R. Retirement Plan-union | Compania Cervecera de Puerto Rico | $5,265,501 | 161 | $11,916 |
| Rent Express Retirement & Savings Plan | Rent Express by Berrios | $568,207 | 211 | $2,517 |
| Plan de Retiro Del Centro de Salud Familiar D. J. P. F. | Centro de Salud Familiar DR. Juliompalmieri Ferri | $567,879 | 140 | $4,118 |
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.