Form 5500 Search

IFAM CAPITAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
26
Active participants
30,613
Total plan assets
$910.4M
Filings (rows)
26
Direct comp
$1.1M
Indirect comp
$0

SERVICES PROVIDED

Other17
Advisor / Consultant9

Top plans served

All 26 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
KODIAK GYPSUM MOUNTAIN STATES LLC
KODIAK BP 401K PLAN
ENGLEWOOD, CO
Other
NONE
5,941$193.5M$175K
KODIAK GYPSUM MOUNTAIN STATES LLC
KODIAK BP 401K PLAN
ENGLEWOOD, CO
Other
NONE
5,627$150.5M$175K
KODIAK GYPSUM MOUNTAIN STATES LLC
KODIAK BP 401K PLAN
HIGHLANDS RANCH, CO
Other
NONE
5,230$116.3M$196K
FIDUCIARY WISE, LLC
PREFERRED EMPLOYER PLAN II
GILBERT, AZ
Advisor / Consultant
ADVISOR
1,513$75.8M$10K
PROGRESS RESIDENTIAL
PROGRESS RESIDENTIAL 401(K) PLAN
SCOTTSDALE, AZ
Advisor / Consultant
ADVISOR
2,222$61.4M$60K
PROGRESS RESIDENTIAL
PROGRESS RESIDENTIAL 401(K) PLAN
SCOTTSDALE, AZ
Advisor / Consultant
ADVISOR
2,504$47.1M$42K
FIDUCIARY WISE, LLC
SDM RETIREMENT PLAN
GILBERT, AZ
Other
SERVICE PROVIDER
872$40.8M$5K
FIDUCIARY WISE, LLC
SDM RETIREMENT PLAN
GILBERT, AZ
Other
SERVICE PROVIDER
752$33.3M$9K
PROGRESS RESIDENTIAL
PROGRESS RESIDENTIAL 401(K) PLAN
SCOTTSDALE, AZ
Advisor / Consultant
ADVISOR
2,627$30.0M$30K
GROUP PUBLISHING INC.
GROUP PUBLISHING INC. PROFIT SHARING PLAN
LOVELAND, CO
Other
NONE
84$18.6M$30K
GROUP PUBLISHING INC.
GROUP PUBLISHING INC. PROFIT SHARING PLAN
LOVELAND, CO
Other
NONE
79$16.6M$30K
WALLICK & VOLK, INC.
WALLICK & VOLK, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CHEYENNE, WY
Other
NONE
178$16.4M$65K
WALLICK & VOLK, INC.
WALLICK & VOLK, INC. 401(K) PROFIT SHARING PLAN AND TRUST
CHEYENNE, WY
Other
NONE
149$16.1M$59K
FIDUCIARY WISE, LLC FBO JESSE ENGINEERING COMPANY
EKSTRA 401(K) PLAN FBO JESSE ENGINEERING COMPANY
GILBERT, AZ
Advisor / Consultant
ADVISOR
80$15.0M$7K
FIDUCIARY WISE, LLC FBO JESSE ENGINEERING COMPANY
EKSTRA 401(K) PLAN FBO JESSE ENGINEERING COMPANY
GILBERT, AZ
Advisor / Consultant
ADVISOR
74$13.9M$5K
LATITUDE 36 FOODS LLC
LATITUDE 36 FOODS LLC 401(K) PLAN
SALINAS, CA
Other
NONE
964$10.7M$36K
FIDUCIARY WISE, LLC FBO FOOTHILLS GATEWAY, INC.
PREFERRED EMPLOYER PLAN FBO FOOTHILLS GATEWAY, INC
GILBERT, AZ
Advisor / Consultant
ADVISOR
186$10.7M$10K
WATERMILL EXPRESS LLC
WATERMILL EXPRESS RETIREMENT PLAN
BRIGHTON, CO
Other
NONE
325$9.7M$19K
WATERMILL EXPRESS LLC
WATERMILL EXPRESS RETIREMENT PLAN
BRIGHTON, CO
Other
NONE
260$8.5M$15K
ATTEBURY GRAIN, LLC
ATTEBURY GRAIN, LLC 401(K) PLAN
AMARILLO, TX
Other
FINANCIAL ADVSR
90$8.4M$5K
FIDUCIARY WISE, LLC
PREFERRED EMPLOYER PLAN II
GILBERT, AZ
Advisor / Consultant
ADVISOR
415$7.2M$11K
WATERMILL EXPRESS LLC
WATERMILL EXPRESS RETIREMENT PLAN
BRIGHTON, CO
Other
NONE
228$7.0M$14K
FIDUCIARY WISE, LLC FBO ENVIOS DE VALORES LA NACIONAL CORP
PREFERRED EMPLOYER PLAN FOR ENVIOS DE VALORES LA NACIONAL CORP
GILBERT, AZ
Other
FINANCIAL ADVSR
213$3.2M$5K
WESTERN STATES BANK
WESTERN STATES BANK 401(K) PLAN
OMAHA, NE
Other
NONE
$0$9K
GROUP PUBLISHING INC.
GROUP PUBLISHING INC. PROFIT SHARING PLAN
LOVELAND, CO
Other
NONE
0$0$23K
FIDUCIARY WISE, LLC FBO FOOTHILLS GATEWAY, INC.
PREFERRED EMPLOYER PLAN FBO FOOTHILLS GATEWAY, INC
GILBERT, AZ
Advisor / Consultant
ADVISOR
0$0$11K