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Ifp Advisors Inc Dba Independent Fi
Matched across 49 name variants in the filings
Ifp Advisors Inc Dba Independent Fi summary
Ifp Advisors Inc Dba Independent Fi appears on 38 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.7B in assets for 784,200 participants. The median client plan holds $27.6M. Most client plans are sponsored in IL, OH and WI. The largest clients by plan assets are Paychex Retirement LLC, CCC Intelligent Solutions Inc. and Metropolitan Opera Association, Inc. Plans reported $1.4M in direct and indirect compensation paid to Ifp Advisors Inc Dba Independent Fi. The median is $32K per plan.
- Participants
- 784,200
- Median plan assets
- $27.6M
- Median plan participants
- 480
- Median fees per plan
- $32K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Paychex Retirement LLC | NY | $2.8B | 759,234 |
| CCC Intelligent Solutions Inc. | IL | $416M | 2,867 |
| Metropolitan Opera Association, Inc | NY | $278M | 1,664 |
| The Pepper Companies, Inc. | IL | $186M | 1,212 |
| Qualus Corp | FL | $96.1M | 1,711 |
| Aep Holdings, Inc. | MN | $65.0M | 1,664 |
| RHR International LLP | IL | $59.9M | 186 |
| The Cypress Companies, Inc. | OH | $55.9M | 782 |
| Visual Edge IT, LLC | OH | $54.5M | 1,264 |
| Robertson Heating Supply Company of Ohio | OH | $53.5M | 459 |
| Blevins, Inc. | TN | $53.4M | 657 |
| Collegis, LLC | IL | $50.7M | 550 |
| Visual Edge Technology, Inc. | OH | $46.5M | 1,228 |
| Victor Envelope Company | IL | $46.2M | 296 |
| Pacific Steel Group | CA | $42.1M | 1,544 |
| Carroll County Bancshares, Inc. | IA | $39.7M | 274 |
| Edpo, LLC | IL | $37.0M | 968 |
| DFS Holding Company, LLC | IL | $29.3M | 678 |
| Taylor, Wellons, Politz & Duhe LLC | LA | $29.1M | 185 |
| Sellars Absorbent Materials, Inc. | WI | $26.0M | 317 |
| Alliance Bank | MN | $25.3M | 140 |
| Crane 1 Services, Inc. | OH | $24.7M | 762 |
| Nekoosa Coated Products, LLC | WI | $23.4M | 332 |
| Mdwest One, P.C. | NE | $23.0M | 215 |
| A.L.P. Lighting Components, Inc. | IL | $20.9M | 323 |
- NYParticipants 759,234
- ILParticipants 2,867
- NYParticipants 1,664
- ILParticipants 1,212
- Qualus Corp$96.1MFLParticipants 1,711
- Aep Holdings, Inc.$65.0MMNParticipants 1,664
- RHR International LLP$59.9MILParticipants 186
- OHParticipants 782
- Visual Edge IT, LLC$54.5MOHParticipants 1,264
- OHParticipants 459
- Blevins, Inc.$53.4MTNParticipants 657
- Collegis, LLC$50.7MILParticipants 550
- OHParticipants 1,228
- Victor Envelope Company$46.2MILParticipants 296
- Pacific Steel Group$42.1MCAParticipants 1,544
- IAParticipants 274
- Edpo, LLC$37.0MILParticipants 968
- DFS Holding Company, LLC$29.3MILParticipants 678
- LAParticipants 185
- WIParticipants 317
- Alliance Bank$25.3MMNParticipants 140
- Crane 1 Services, Inc.$24.7MOHParticipants 762
- WIParticipants 332
- Mdwest One, P.C.$23.0MNEParticipants 215
- ILParticipants 323
Top client states
- IL9 plans
- OH6 plans
- WI5 plans
- FL2 plans
- MN2 plans
Frequently asked questions
- Who uses Ifp Advisors Inc Dba Independent Fi?
- 38 retirement plans list Ifp Advisors Inc Dba Independent Fi as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Paychex Retirement LLC, CCC Intelligent Solutions Inc., Metropolitan Opera Association, Inc, The Pepper Companies, Inc. and Qualus Corp. Most client plans are sponsored in IL, OH and WI.
- How many plans does Ifp Advisors Inc Dba Independent Fi serve?
- Ifp Advisors Inc Dba Independent Fi serves 38 retirement plans with $4.7B in plan assets and 784,200 participants, based on the latest Form 5500 filings through 2024.
- What does Ifp Advisors Inc Dba Independent Fi charge?
- Plans reported $1.4M in total Schedule C compensation paid to Ifp Advisors Inc Dba Independent Fi. The median plan paid $32K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served38-5 YoYRank #494 of mapped providers
Assets under administration$4.7B0.0%Rank #2612 by share of filed assets
Fees received$1MMedian $32,463/planSum across Schedule C direct + indirect
Net wins YoY-97 won - 16 lostPlan-level switch detection
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