Financial Independence Group, LLC's EIN is 56-1346906.
Download the official 2024 Form 5500 (PDF) for Financial Independence Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Independence Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 38-3838543 | — | NONE | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $15K | — |
| KIRKPATRICK PRICE, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $19.0M | 98.7% | |
| [Assets held in participant loans] | Other | — | — | $132K | 0.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $101K | 0.5% |
| 83-1273730 |
| — |
| NONE |
| $11K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $8K | — |
