Form 5500 Search

ADVANCED FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
18,231
Total plan assets
$17.1B
Filings (rows)
4
Direct comp
$83K
Indirect comp
$0
Aggregating 2 name variants under "ADVANCED FINANCIAL"

SERVICES PROVIDED

Other3
Advisor / Consultant1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$5K
OFS FITEL, LLC
OFS REPRESENTED RETIREMENT PLAN
NORCROSS, GA
Other
NONE
247$102.0M$39K
OFS FITEL, LLC
OFS REPRESENTED RETIREMENT PLAN
NORCROSS, GA
Other
NONE
250$100.8M$16K
OFS FITEL, LLC
OFS REPRESENTED RETIREMENT PLAN
NORCROSS, GA
Other
NONE
290$96.6M$23K
ADVANCED FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search