Sponsor portfolio
INDEPENDENT FINANCIAL GROUP, LLC
EIN 71-0927304financial servicesLatest filing 2024
Plans
1
Retirement
1
$9.4M assets
Welfare
0
Participants
129
12671 HIGH BLUFF DRIVE, SUITE - SAN DIEGO, CA 92130800-269-1903ifgsd.comLinkedIn51-200 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 FINANCIAL GROUP, LLC 401(K) PLAN | 401k | $9.4M | 129 | 2024 |
Retirement plans