Sponsor portfolio
INDEPENDENT FAMILY OFFICE LLC
EIN 20-2160539financial servicesLatest filing 2025
Plans
1
Retirement
1
$5.8M assets
Welfare
0
Participants
21
677 BROADWAY, 7TH FL - ALBANY, NY 12207518-452-8050ifollc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDEPENDENT FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN | 401k | $5.8M | 21 | 2025 |
Retirement plans