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  2. Independent Financial Partners, Inc.

Filings through Oct 24, 2026.

Independent Financial Partners, Inc.

EIN 45-3187798-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Health & Benefits
0
Participants
8
2201 SE 30TH AVE,, SUITE 201 - OCALA, FL 34471352-671-5310ifpartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.4M - 8 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

INDEPENDENT FINANCIAL PARTNERS 401(K) PLAN

401(k)

Assets$1.4M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INDEPENDENT FINANCIAL PARTNERS 401(K) PLAN401(k)$1.4M82025
  • INDEPENDENT FINANCIAL PARTNERS 401(K) PLAN$1.4M
    #001 · 401(k) · 20258
Retirement plans
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