Independent Financial Partners — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Independent Financial Partners is reported as a service provider on 29 loaded Form 5500 filing(s) across 29 plan sponsor(s) and 29 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $700,231 and reported indirect compensation totals $7,729.
Reported compensation summary
- Reported direct compensation
- $700,231
- Reported indirect compensation
- $7,729
- Total reported compensation
- $707,960
- Filings
- 29
- Plan sponsors
- 29
- Plans
- 29
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Dream Finders Homes, LLC | FL | 1 | $78,788 |
| Bst Consultants. Inc. | FL | 1 | $62,685 |
| Community 1st Credit Union | IA | 1 | $56,525 |
| Collegis, LLC | IL | 1 | $52,731 |
| Dfs Holding Company, LLC | IL | 1 | $52,284 |
| Port Washington State Bank | WI | 1 | $49,665 |
| Sellars Absorbent Materials, Inc. | WI | 1 | $47,446 |
| The Jaeb Center For Health Research, Inc. | FL | 1 | $39,582 |
| Vorteq Coil Finishers, LLC | PA | 1 | $37,354 |
| L.T. Hampel Corp | WI | 1 | $36,731 |
State footprint
Plans reporting Independent Financial Partners are sponsored in FL (5), IL (4), IA (3), WI (3), CA (3), LA (2), TX (2), NY (1), NJ (1), AL (1), OH (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dream Finders Homes, LLC | Dream Finders Homes 401(K) Plan | 2023 | $78,788 | $0 |
| Bst Consultants. Inc. | Bst Consultants. Inc. 401 (K) Plan | 2023 | $62,685 | not reported in the loaded dataset |
| Community 1st Credit Union | Community 1st Credit Union 401(K) Plan | 2023 | $56,525 | not reported in the loaded dataset |
| Collegis, LLC | Collegis LLC 401(K) Plan | 2023 | $52,731 | not reported in the loaded dataset |
| Dfs Holding Company, LLC | Dfs Holding Company, LLC 401(K) Plan | 2023 | $52,284 | not reported in the loaded dataset |
| Port Washington State Bank | Port Washington State Bank Employees' Profit Sharing Retirement Plan | 2023 | $49,665 | not reported in the loaded dataset |
| Sellars Absorbent Materials, Inc. | Sellars Absorbent Materials 401(K) Profit Sharing Plan | 2023 | $47,446 | not reported in the loaded dataset |
| The Jaeb Center For Health Research, Inc. | The Jaeb Center For Health Research, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $39,582 | $0 |
| Vorteq Coil Finishers, LLC | Vorteq Coil Finishers, LLC Profit Sharing And Savings Plan | 2023 | $37,354 | not reported in the loaded dataset |
| L.T. Hampel Corp | Hampel 401(K) Savings Plan | 2023 | $36,731 | not reported in the loaded dataset |
| Ltc Pharmacy Management, LLC | Ltc Pharmacy Management, LLC 401(K) Plan | 2023 | $33,971 | not reported in the loaded dataset |
| Paragon Bank | Paragon Bank 401(K) Employee Stock Ownership Plan | 2023 | $26,883 | not reported in the loaded dataset |
| Nuts.Com, Inc. | Nuts.Com 401(K) Plan | 2023 | $17,516 | not reported in the loaded dataset |
| Midstate Orthopaedic & Sports Medicine Center, Inc. | Midstate Ortho 401(K) Plan | 2023 | $16,919 | not reported in the loaded dataset |
| Aera Energy Services Company | Aera Energy Services Company Cash Balance Plan | 2023 | $14,000 | not reported in the loaded dataset |
| Vc3, Inc. | Vc3, Inc. 401(K) Plan | 2023 | $12,951 | not reported in the loaded dataset |
| Maval Industries, LLC | Maval Industries, LLC 401(K) Plan | 2023 | $10,000 | $0 |
| Southeast Orthopedic Specialists, LLC | Southeast Orthopedic Specialists 401(K) Plan And Trust | 2023 | $8,151 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $7,973 | not reported in the loaded dataset |
| Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company | Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company 401(K) Plan | 2023 | $0 | $7,729 |
| Full Spectrum Group, LLC. | Full Spectrum Group, LLC 401(K) Plan | 2023 | $7,068 | not reported in the loaded dataset |
| Crown Castle Inc. | Crown Castle Inc. 401(K) Plan | 2023 | $5,975 | not reported in the loaded dataset |
| Alphastaff Group, Inc. | Alphastaff Retirement Savings Plan | 2023 | $5,915 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $5,668 | not reported in the loaded dataset |
| Associated General Contractors Of America, San Diego Chapter, Inc. | Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund | 2023 | $5,205 | not reported in the loaded dataset |
| Iowa Limestone Company Dba Ilc Resources | Iowa Limestone Company Profit Sharing Plan | 2023 | $4,700 | not reported in the loaded dataset |
| Cabinetry Holdings Corp. | Cabinetry Holdings Corp. 401(K) Plan | 2023 | $3,545 | not reported in the loaded dataset |
| On With Life, Inc. | On With Life, Inc. 401(K) Plan | 2023 | $0 | not reported in the loaded dataset |
| Hebrew Home For The Aged At Riverdale | Hebrew Home For The Aged At Riverdale Retirement Income Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Dream Finders Homes 401(K) Plan (plan 001)
- Dream Finders Homes, LLC — all reported plans
- Bst Consultants. Inc. 401 (K) Plan (plan 001)
- Bst Consultants. Inc. — all reported plans
- Community 1st Credit Union 401(K) Plan (plan 033)
- Community 1st Credit Union — all reported plans
- Collegis LLC 401(K) Plan (plan 001)
- Collegis, LLC — all reported plans
- Dfs Holding Company, LLC 401(K) Plan (plan 001)
- Dfs Holding Company, LLC — all reported plans
- Port Washington State Bank Employees' Profit Sharing Retirement Plan (plan 002)
- Port Washington State Bank — all reported plans
- Sellars Absorbent Materials 401(K) Profit Sharing Plan (plan 001)
- Sellars Absorbent Materials, Inc. — all reported plans
- The Jaeb Center For Health Research, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- The Jaeb Center For Health Research, Inc. — all reported plans
- Vorteq Coil Finishers, LLC Profit Sharing And Savings Plan (plan 001)
- Vorteq Coil Finishers, LLC — all reported plans
- Hampel 401(K) Savings Plan (plan 001)
- L.T. Hampel Corp — all reported plans
- Ltc Pharmacy Management, LLC 401(K) Plan (plan 001)
- Ltc Pharmacy Management, LLC — all reported plans
- Paragon Bank 401(K) Employee Stock Ownership Plan (plan 001)
- Paragon Bank — all reported plans
- Nuts.Com 401(K) Plan (plan 002)
- Nuts.Com, Inc. — all reported plans
- Midstate Ortho 401(K) Plan (plan 002)
- Midstate Orthopaedic & Sports Medicine Center, Inc. — all reported plans
- Aera Energy Services Company Cash Balance Plan (plan 001)
- Aera Energy Services Company — all reported plans
- Vc3, Inc. 401(K) Plan (plan 001)
- Vc3, Inc. — all reported plans
- Maval Industries, LLC 401(K) Plan (plan 002)
- Maval Industries, LLC — all reported plans
- Southeast Orthopedic Specialists 401(K) Plan And Trust (plan 002)
- Southeast Orthopedic Specialists, LLC — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company 401(K) Plan (plan 002)
- Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company — all reported plans
- Full Spectrum Group, LLC 401(K) Plan (plan 001)
- Full Spectrum Group, LLC. — all reported plans
- Crown Castle Inc. 401(K) Plan (plan 001)
- Crown Castle Inc. — all reported plans
- Alphastaff Retirement Savings Plan (plan 333)
- Alphastaff Group, Inc. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund (plan 001)
- Associated General Contractors Of America, San Diego Chapter, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources