Independent Financial 401(k) Profit Sharing Plan
Sponsored by Independent Bank · EIN 752694563 · Plan #001 · Mckinney, TX
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 1,404
- With balances
- 1,671
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $87,437 |
| Ubs Financial Services Inc | Investment advisory (plan) | $59,126 |