How big is IFP Advisors, LLC's plan?

IFP Advisors, LLC's plan reported $1.7M in assets and 38 participants for 2024.

Original filing (PDF)20250715122118NAL0002113073001

IFP Advisors, LLC

Name: IFP Advisors, LLC — IFP Advisors, LLC Financial, Form 5500 (2024)
Creator: IFP Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IFP Advisors, LLC Financial Independence Platform

401(k) retirement plan · IFP Advisors, LLC's IFP Advisors, LLC Financial Independence Platform held $1.7M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

William HAMM signed IFP Advisors, LLC's 2024 Form 5500 as plan administrator.

William HAMM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IFP Advisors, LLC's EIN is 59-3331424.

EIN 59-3331424

Plan number 001

Plan year 2024

ACK ID 20250715122118NAL0002113073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IFP Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

IFP Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IFP ADVISORS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score