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

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Spaulding Academy & Family Services Spaulding Academy & Family Services 403(b) Retirement Plan · all filings	NORTHFIELD, NH	Investment manager	310	$9.4M	$22K	$0
Spaulding Academy & Family Services Spaulding Academy & Family Services 403(b) Retirement Plan · all filings	NORTHFIELD, NH	Investment manager	309	$8.2M	$18K	$0
Spaulding Academy & Family Services Spaulding Academy & Family Services 403(b) Retirement Plan · all filings	NORTHFIELD, NH	Investment manager	290	$6.8M	$8K	$0