Independent Financial Group, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Independent Financial Group, LLC is reported as a service provider on 35 loaded Form 5500 filing(s) across 34 plan sponsor(s) and 34 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $663,500 and reported indirect compensation totals $185,441.
Reported compensation summary
- Reported direct compensation
- $663,500
- Reported indirect compensation
- $185,441
- Total reported compensation
- $848,941
- Filings
- 35
- Plan sponsors
- 34
- Plans
- 34
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Suiza Dairy Corp. | PR | 1 | $135,280 |
| Baker Electric & Renewables LLC | CA | 1 | $63,295 |
| San Fernando Valley Community Mental Health Center, Inc. | CA | 1 | $55,194 |
| Badillo Saatchi & Saatchi, Inc. | PR | 1 | $43,556 |
| Siskiyou Community Health Center | OR | 1 | $41,115 |
| Televicentro De Pr Retirement Plan | PR | 1 | $31,229 |
| Gfr Media, LLC | PR | 1 | $30,943 |
| Birtcher Anderson & Davis Associates, Inc. | CA | 1 | $27,220 |
| Puerto Rico Waste Management Group Corp. | PR | 1 | $25,788 |
| Smith-Emery International, Inc. | CA | 1 | $24,354 |
State footprint
Plans reporting Independent Financial Group, LLC are sponsored in CA (18), PR (12), OR (2), CO (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Suiza Dairy Corp. | Plan De Participacion De Ganancias Para Los | 2023 | $84,434 | $0 |
| Baker Electric & Renewables LLC | Baker Electric 401(K) Retirement Savings Plan V | 2023 | $0 | $63,295 |
| San Fernando Valley Community Mental Health Center, Inc. | Sfvcmhc, Inc. 403(B) Plan | 2023 | $55,194 | not reported in the loaded dataset |
| Suiza Dairy Corp. | Plan De Participacion De Ganancias Para Los | 2023 | $50,846 | $0 |
| Badillo Saatchi & Saatchi, Inc. | Badillo Saatchi & Saatchi, Inc. Employees Savings Plan | 2023 | $43,556 | $0 |
| Siskiyou Community Health Center | Siskiyou Community Health Center, Inc. 403(B) Plan | 2023 | $0 | $41,115 |
| Televicentro De Pr Retirement Plan | Televicentro De Puerto Rico Retirement Plan | 2023 | $31,229 | $0 |
| Gfr Media, LLC | Gfr Media, LLC Retirement Savings Plan For Union Employees | 2023 | $30,943 | $0 |
| Birtcher Anderson & Davis Associates, Inc. | Birtcher Anderson & Davis 401(K) Plan | 2023 | $27,220 | not reported in the loaded dataset |
| Puerto Rico Waste Management Group Corp. | Puerto Rico Waste Management Group Corp. 1165(E) Plan | 2023 | $25,788 | $0 |
| Smith-Emery International, Inc. | Smith-Emery International, Inc. 401k Plan | 2023 | $0 | $24,354 |
| L.A. Family Housing Corp. | L.A. Family Housing Retirement Plan | 2023 | $24,236 | not reported in the loaded dataset |
| Pilgrim Place In Claremont | Pilgrim Place In Claremont 403(B) Plan | 2023 | $23,860 | not reported in the loaded dataset |
| Empresas Berrios, Inc. | Mueblerias Berrios Retirement Plan | 2023 | $22,836 | $0 |
| Golden Arch Development LLC | Golden Arch Development LLC Savings And Profit Sharing Plan | 2023 | $22,657 | $0 |
| Villa Esperanza Services | Villa Esperanza 403(B) Retirement Savings Plan | 2023 | $22,383 | not reported in the loaded dataset |
| Nb Baker Electric, Inc. Dba Baker Electric Home Energy | Nb Baker Electric, Inc. 401(K) Plan | 2023 | $0 | $20,781 |
| Presbyterian Community Hospital, Inc. | Plan 1081. 01(D) De Ashford Presbyterian Community Hospital | 2023 | $20,154 | not reported in the loaded dataset |
| Roger'S Gardens Newport Beach | Roger'S Gardens 401(K) Profit Sharing Plan | 2023 | $20,128 | not reported in the loaded dataset |
| Los Angeles Regional Food Bank | Los Angeles Regional Food Bank 403(B) Plan | 2023 | $20,049 | not reported in the loaded dataset |
| Ccl Puerto Rico, Inc. | Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan | 2023 | $19,151 | $0 |
| Dinwiddie-Hines Construction, Inc. | Dinwiddie-Hines Construction, Inc. 401(K) Plan | 2023 | $0 | $15,283 |
| Chinatown Service Centers | Chinatown Service Center 403(B) | 2023 | $0 | $15,045 |
| Mentor Technical Group Corp. | Mentor Technical Group Corp. Profit Sharing And Savings Plan | 2023 | $14,580 | $0 |
| Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream | Lifestream 403(B) Plan | 2023 | $8,984 | $5,568 |
| Colville Tribal Federal Corporation | Colville Tribal Enterprises Corp. Retirement Plan | 2023 | $13,726 | not reported in the loaded dataset |
| Triton Management Services, LLC | Triton Management Services, LLC 401(K) Plan | 2023 | $13,250 | not reported in the loaded dataset |
| Terrafirma Foundation Repair, In | Terra Firma Foundation Repair, Inc. Retirement Savings Plan | 2023 | $11,650 | $0 |
| Conservation Legacy | Conservation Legacy 403(B) Retirement Plan | 2023 | $10,754 | not reported in the loaded dataset |
| Compania Cervecera De Pr, Inc. | Compania Cervecera De P. R. Retirement Plan-Union | 2023 | $10,419 | $0 |
| Fit Electronics, Inc. | Fit Electronics, Inc. 401(K) Plan | 2023 | $10,131 | $0 |
| Anastasia Beverly Hills, LLC | Anastasia Beverly Hills LLC 401(K) Plan | 2023 | $9,451 | not reported in the loaded dataset |
| Society Of St Vincent De Paul Council Of Los Angeles | Society Of St Vincent De Paul Council Of Los Angeles 403(B) Plan | 2023 | $7,921 | not reported in the loaded dataset |
| Redfish Labs, Inc. | Redfish Labs 401(K) Plan | 2023 | $6,150 | $0 |
| Rent Express By Berrios, Inc. | Rent Express Retirement & Savings Plan | 2023 | $1,820 | $0 |
Related Form 5500 pages
- Plan De Participacion De Ganancias Para Los (plan 001)
- Suiza Dairy Corp. — all reported plans
- Baker Electric 401(K) Retirement Savings Plan V (plan 005)
- Baker Electric & Renewables LLC — all reported plans
- Sfvcmhc, Inc. 403(B) Plan (plan 003)
- San Fernando Valley Community Mental Health Center, Inc. — all reported plans
- Plan De Participacion De Ganancias Para Los (plan 001)
- Badillo Saatchi & Saatchi, Inc. Employees Savings Plan (plan 002)
- Badillo Saatchi & Saatchi, Inc. — all reported plans
- Siskiyou Community Health Center, Inc. 403(B) Plan (plan 001)
- Siskiyou Community Health Center — all reported plans
- Televicentro De Puerto Rico Retirement Plan (plan 001)
- Televicentro De Pr Retirement Plan — all reported plans
- Gfr Media, LLC Retirement Savings Plan For Union Employees (plan 005)
- Gfr Media, LLC — all reported plans
- Birtcher Anderson & Davis 401(K) Plan (plan 001)
- Birtcher Anderson & Davis Associates, Inc. — all reported plans
- Puerto Rico Waste Management Group Corp. 1165(E) Plan (plan 001)
- Puerto Rico Waste Management Group Corp. — all reported plans
- Smith-Emery International, Inc. 401k Plan (plan 001)
- Smith-Emery International, Inc. — all reported plans
- L.A. Family Housing Retirement Plan (plan 002)
- L.A. Family Housing Corp. — all reported plans
- Pilgrim Place In Claremont 403(B) Plan (plan 001)
- Pilgrim Place In Claremont — all reported plans
- Mueblerias Berrios Retirement Plan (plan 001)
- Empresas Berrios, Inc. — all reported plans
- Golden Arch Development LLC Savings And Profit Sharing Plan (plan 001)
- Golden Arch Development LLC — all reported plans
- Villa Esperanza 403(B) Retirement Savings Plan (plan 001)
- Villa Esperanza Services — all reported plans
- Nb Baker Electric, Inc. 401(K) Plan (plan 001)
- Nb Baker Electric, Inc. Dba Baker Electric Home Energy — all reported plans
- Plan 1081. 01(D) De Ashford Presbyterian Community Hospital (plan 001)
- Presbyterian Community Hospital, Inc. — all reported plans
- Roger'S Gardens 401(K) Profit Sharing Plan (plan 001)
- Roger'S Gardens Newport Beach — all reported plans
- Los Angeles Regional Food Bank 403(B) Plan (plan 001)
- Los Angeles Regional Food Bank — all reported plans
- Ccl Label De Puerto Rico, Inc. Retirement & Savings Plan (plan 001)
- Ccl Puerto Rico, Inc. — all reported plans
- Dinwiddie-Hines Construction, Inc. 401(K) Plan (plan 001)
- Dinwiddie-Hines Construction, Inc. — all reported plans
- Chinatown Service Center 403(B) (plan 001)
- Chinatown Service Centers — all reported plans
- Mentor Technical Group Corp. Profit Sharing And Savings Plan (plan 001)
- Mentor Technical Group Corp. — all reported plans
- Lifestream 403(B) Plan (plan 003)
- Blood Bank Of San Bernardino And Riverside Counties Dba Lifestream — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources