Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 53 in 2023
Providers › Independent Financial Partners
Independent Financial Partners
- Service provider, as named on Schedule C
- EIN 593331424
- Plan year 2024
- Direct compensation reported $1,075,742
Assets of those plans
$30,689,855,283
0.39% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,075,742
81% 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) | 24 |
| 26 | Investment advisory (participants) | 12 |
| 99 | Other fees | 9 |
| 50 | Direct payment from the plan | 8 |
| 52 | Investment management fees paid indirectly by plan | 3 |
| 15 | Recordkeeping and information management | 2 |
| 38 | Participant communication | 2 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $10,442 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $28,715 |
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines | $961,923,844 | 6,133 | $5,173 |
| SP+ 401(k) Savings Plan | SP Plus | $202,614,616 | 5,435 | $0 |
| The Pepper Companies, Inc. Retirement and Savings Plan | Pepper Companies | $164,703,040 | 1,128 | $54,314 |
| Aurora Flight Sciences Corporation 401(k) Plan | Aurora Flight Sciences | $163,532,040 | 1,263 | $75,000 |
| The Cypress Companies, Inc. Retirement and Profit Sharing Plan | Cypress Companies | $52,299,414 | 634 | $74,583 |
| RHR International LLP Savings and Retirement Plan | RHR International | $52,044,270 | 186 | $13,785 |
| Robertson Heating Supply Company 401(k) Profit Sharing Plan | Robertson Heating Supply Company of Ohio | $48,391,234 | 411 | $55,000 |
| BST Consultants. Inc. 401(k) Plan | BST Consultants. | $44,321,520 | 257 | $74,172 |
| Collegis LLC 401(k) Plan | Collegis | $44,112,926 | 549 | $55,739 |
| Victor Envelope Company Salary Reduction 401(k) Plan and Trust | Victor Envelope | $39,926,695 | 266 | $0 |
| Carroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) | Carroll County Bancshares Inc. / IA | $36,622,558 | 275 | $0 |
| Webber Metal Products, Inc. 401(k) Profit Sharing Trust | Webber Metal Products | $36,076,843 | 169 | $43,701 |
| The Jaeb Center for Health Research, Inc. 401(k) Profit Sharing Plan and Trust | Jaeb Center for Health Research | $35,833,782 | 226 | $49,559 |
| Edpo, LLC Employees Savings Trust | Edpo | $30,382,220 | 508 | $51,284 |
| DFS Holding Company, LLC 401(k) Plan | DFS Holding | $29,781,689 | 604 | $5,031 |
| Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan | Coastal Orthopedics & Sports Medicine of Southwest Florida | $25,214,223 | 309 | $50,975 |
| Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan | Taylor Wellons Politz & Duhe | $24,831,475 | 171 | $12,937 |
| Community 1ST Credit Union 401(k) Plan | Community 1ST Credit Union | $23,529,039 | 291 | $67,668 |
| SRTV Holdings LLC 401(k) Program | SRTV Holdings | $23,164,626 | 457 | $0 |
| Port Washington State Bank Employees' Profit Sharing Retirement Plan | Port Washington State Bank | $22,870,389 | 138 | $56,751 |
| A.L.P. Lighting & Ceiling Products, Inc.401(k) Plan | A.L.P. Lighting Components | $20,943,004 | 267 | $40,000 |
| Crane 1 Services, Inc. Retirement Savings Plan | Crane 1 Services | $19,015,916 | 605 | $48,216 |
| Drum Workshop, Inc. 401(k) Profit Sharing Plan | Drum Workshop | $17,894,430 | 248 | $17,500 |
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.