Financial Independence Corporation Retirement Plan
Sponsored by Financial Independence Group, Llc · EIN 561346906 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 192
- With balances
- 179
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alphastar Capital Management, Llc CRD 157423 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alphastar Capital Management, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $88,744 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $14,948 |
| Kirkpatrick Price, Inc. | Accounting, Direct payment from the plan | $11,413 |
| Matrix Trust Company | Custodial (securities), Securities brokerage, Participant loan processing | $8,406 |