Independent Advisor Alliance

Independent Advisor Alliance at a glance

Independent Advisor Alliance appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.6B in assets for 16,754 participants. The median client plan holds $26.7M. Most client plans are sponsored in CA, NC and SC. The largest clients by plan assets are Netjets Aviation, Inc., Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan and Southeastern Container, Inc.. Plans reported $674K in direct and indirect compensation paid to Independent Advisor Alliance, a median of $23K per plan.

Participants

16,754

Median plan assets

$26.7M

Median plan participants

452

Median fees per plan

$23K

Schedule C direct + indirect

Frequently asked questions

Who uses Independent Advisor Alliance?

17 retirement plans list Independent Advisor Alliance as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Netjets Aviation, Inc., Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan, Southeastern Container, Inc., Quality Oil Company, LLC and Carolina Biological Supply Company. Most client plans are sponsored in CA, NC and SC.

How many plans does Independent Advisor Alliance serve?

Independent Advisor Alliance serves 17 retirement plans with $3.6B in plan assets and 16,754 participants, based on the latest Form 5500 filings through 2024.

What does Independent Advisor Alliance charge?

Plans reported $674K in total Schedule C compensation paid to Independent Advisor Alliance. The median plan paid $23K. Fees vary with plan size and the services each plan buys.