United Capital Financial Advisors, LLC (EIN 27-0493248) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $29.2M in plan assets and 540 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| United Capital Financial Advisors Employer Retirement Contribution Plan | 001 | 270 | $29.2M |
| United Capital Financial Advisors, LLC Health and Welfare Plan | 501 | 270 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
27-0493248 is the Employer Identification Number (EIN) United Capital Financial Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
