IFP SECURITIES
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
7
Active participants
1,548
Total plan assets
$115.1M
Filings (rows)
7
Direct comp
$50K
Indirect comp
$57K
SERVICES PROVIDED
Advisor / Consultant6
Broker1
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ALLIANCE BANK ALLIANCE BANK RETIREMENT PLAN | ST PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 107 | $22.9M | $15K |
| ALLIANCE BANK ALLIANCE BANK RETIREMENT PLAN | ST. PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 109 | $21.8M | $15K |
| EARL W. COLVARD, INC. EARL W. COLVARD, INC. SAVINGS PLAN | DELAND, FL | Advisor / Consultant FINANCIAL ADVISOR | 498 | $20.4M | $0 |
| ALLIANCE BANK ALLIANCE BANK RETIREMENT PLAN | ST. PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 112 | $20.2M | $15K |
| EARL W. COLVARD, INC. EARL W. COLVARD, INC. SAVINGS PLAN | DELAND, FL | Advisor / Consultant FINANCIAL ADVISOR | 466 | $17.7M | $0 |
| OMEGA SYSTEMS CONSULTANTS, LLC OMEGA SYSTEMS CONSULTANTS, LLC 401(K) PLAN | WEST LAWN, PA | Advisor / Consultant INVESTMENT ADVISORY | 160 | $8.1M | $5K |
| MEDICAL TECHNOLOGY TRANSFER CORP MTT CORPORATION 401(K) PLAN | MELBOURNE, FL | Broker BROKER/ADVISER | 96 | $3.9M | $0 |