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

Active participants

18,231

Total plan assets

$17.1B

Filings (rows)

Direct comp

$83K

Indirect comp

Aggregating 2 name variants under "ADVANCED FINANCIAL"

ADVANCED FINANCIAL STRATEGISTS3 ADVANCED FINANCIAL SOLUTIONS1

SERVICES PROVIDED

Other3

Advisor / Consultant1

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct 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