IFP Advisors DBA Indep FIN PART

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

Active participants

417

Total plan assets

$28.5M

Filings (rows)

Direct comp

$15K

Indirect comp

Showing only "IFP ADVISORS DBA INDEP FIN PART"

View all 7 variants aggregated →

IFP ADVISORS79 IFP ADVISORS DBA INDEPENDENT FI17 IFP ADVISORS DBA INDEPENDENT9 IFP ADVISORS DBA IND FIN PART2 IFP ADVISORS DBA INDEP FIN PART2 IFP ADVISORS DBA IND FINAN PART1 IFP ADVISORS DBA FINSPIRE

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Heritage Bank, Inc. Heritage Bank, Inc. 401(k) Plan · all filings	BURLINGTON, KY	Advisor / Consultant	210	$15.7M	$2K	$0
Heritage Bank, Inc. Heritage Bank, Inc. 401(k) Plan · all filings	BURLINGTON, KY	Advisor / Consultant	207	$12.8M	$12K	$0