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INDEPENDENT ADVISOR ALLIANCE, LLC

EIN 46-3825461-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
57
11215 N. COMMUNITY HOUSE ROAD, SUITE 775 - CHARLOTTE, NC 28277980-318-5425independentadvisoralliance.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.2M - 57 part

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Retirement#001

INDEPENDENT ADVISOR ALLIANCE 401(K) PLAN

401k

Assets$3.2M
Participants57
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INDEPENDENT ADVISOR ALLIANCE 401(K) PLAN401k$3.2M572025
Retirement plans
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