UNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
66
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score
75
/ 100
Grade B
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
12
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED PLANNERS FINANCIAL SERVICES OF AMERICA.
Plan sponsor
Name
UNITED PLANNERS FINANCIAL SERVICES OF AMERICA
EIN
86-0588303
Address
7333 E. DOUBLETREE RANCH RD · SUITE 120 · SCOTTSDALE, AZ · 85258
