Independent Franchise Partners
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+3 YoYRank #2730 of mapped providers
Assets under administration$12.6B0.0%Market share · rank #1003
Fees received$3MMedian $55,753/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Independent Franchise Partners plan look like?
Service mix · median fees per plan
Count of plans where Independent Franchise Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 3 | $169,341 | |
Recordkeeping fees; Consulting (pension); Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $8,950 | |
Investment advisory (participants)Code 26 | 1 | $12,206 |
Competitor overlap
Percent of Independent Franchise Partners's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Independent Franchise Partners.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | EMPLOYEE 2 | $3.2B |
SUMMIT MEDICAL GROUP, PLLCTN · 621585063-001 | Proffitt & Goodson Inc. | $348M |
CPD DISTRIBUTION, LLCMI · 273717322-001 | ADP | $10M |
Plans lost in 2024
Appeared last year under Independent Franchise Partners; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $3M | 3y | - |
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $169,341 | 1y | - |
SUMMIT MEDICAL GROUP, PLLCTN · 621585063-001 | $348M | 2,193 | $12,206 | 1y | - |
WELLMARK, INC.IA · 352772844-001 | $235M | 2,700 | $55,753 | 3y | - |
CPD DISTRIBUTION, LLCMI · 273717322-001 | $10M | 211 | $8,950 | 1y | 1 |
Flag exposure
80.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Independent Franchise Partners.
- CVFG, LLC
- CVHT PLC
- CVI CREDIT VALUE FUND B III LP
- CVM LLC
- INDEPENDENT FRANCHISE PARTNERS
- INDEPENDENT FRANCHISE PARTNERS (FRA
- INDEPENDENT FRANCHISE PARTNERS LLP
- INDEPENDENT FRANCHISE PARTNERS, LLP
- INDEPENDENT FRANCISE
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Independent Franchise Partners's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Independent Franchise Partners. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Independent Franchise Partners's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Abato, Rubenstein & Abato, P.A. | 1 | 20.0% |
| Cohen Weiss & Simon LLP | 1 | 20.0% |
| Lipsitz Green Scime Cambria LLP | 1 | 20.0% |
| LOCKE LORD LLP | 1 | 20.0% |
| Proskauer Rose LLP | 1 | 20.0% |
| Seyfarth Shaw LLP | 1 | 20.0% |