Independent Financial Advisors

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

Total plan assets

$3.6B

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "INDEPENDENT FINANCIAL ADVISORS"

View all 8 variants aggregated →

INDEPENDENT FINANCIAL GROUP143 INDEPENDENT FINANCIAL PARTNERS96 INDEPENDENT FINANCIAL6 INDEPENDENT FINANCIAL GROUP LL6 INDEPENDENT FINANCIAL ADVISORS4 INDEPENDENT FINANCIAL PA4 INDEPENDENT FINANCIAL GROU

SERVICES PROVIDED

Investment manager4

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Baptist Health Baptist Health Retirement Savings Plan Master Trust · all filings	LITTLE ROCK, AR	Investment manager	—	$1.2B	$10K	$0
Baptist Health Baptist Health Retirement Savings Plan Master Trust · all filings	LITTLE ROCK, AR	Investment manager	—	$972.6M	$9K	$0
Baptist Health Baptist Health Retirement Savings Plan Master Trust · all filings	LITTLE ROCK, AR	Investment manager	—	$814.9M	$6K	$0
Baptist Health Baptist Health Retirement Savings Plan Master Trust · all filings	LITTLE ROCK, AR	Investment manager	—	$681.6M	$9K	$0