INDEPENDENCE FINANCIAL ADVISOR

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

909

Total plan assets

$24.4M

Filings (rows)

Direct comp

$48K

Indirect comp

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SPAULDING ACADEMY & FAMILY SERVICES SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN	NORTHFIELD, NH	Other NONE	310	$9.4M	$22K
SPAULDING ACADEMY & FAMILY SERVICES SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN	NORTHFIELD, NH	Other NONE	309	$8.2M	$18K
SPAULDING ACADEMY & FAMILY SERVICES