Independent Financial

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

1,641

Total plan assets

$302.7M

Filings (rows)

Direct comp

$170K

Indirect comp

$14

Showing only "INDEPENDENT FINANCIAL"

View all 8 variants aggregated →

INDEPENDENT FINANCIAL GROUP141 INDEPENDENT FINANCIAL PARTNERS91 INDEPENDENT FINANCIAL GROUP LL6 INDEPENDENT FINANCIAL5 INDEPENDENT FINANCIAL PA4 INDEPENDENT FINANCIAL ADVISORS3 INDEPENDENT FINANCIAL GRP3

SERVICES PROVIDED

Advisor / Consultant4

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Appvion, LLC Appvion, LLC Retirement Savings Plan · all filings	APPLETON, WI	Advisor / Consultant	307	$76.3M	$35K	$0
Appvion, LLC Appvion, LLC Retirement Savings Plan · all filings	APPLETON, WI	Advisor / Consultant	339	$72.2M	$33K	$11
Bank First Corporation Bank First Retirement Plan · all filings	MANITOWOC, WI	Advisor / Consultant	366	$67.9M	$79K	$0
Appvion, LLC Appvion, LLC Retirement Savings Plan · all filings	APPLETON, WI	Advisor / Consultant	349	$66.1M	$11K	$3
Nekoosa Coated Products, LLC Nekoosa Retirement Savings Plan · all filings	NEKOOSA, WI	TPA / Administrator	280	$20.2M	$13K	$0