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"

Click a variant to view it alone

ADVANCED FINANCIAL STRATEGISTS3 ADVANCED FINANCIAL SOLUTIONS1

SERVICES PROVIDED

Other service providers3

Advisor / Consultant1

Prospecting the plans that use Advanced Financial?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	17,444	$16.8B	$5K	$0
OFS Fitel, LLC OFS Represented Retirement Plan · all filings	NORCROSS, GA	Other service providers	247	$102.0M	$39K	$0
OFS Fitel, LLC OFS Represented Retirement Plan · all filings	NORCROSS, GA	Other service providers	250	$100.8M	$16K	$0
OFS Fitel, LLC OFS Represented Retirement Plan · all filings	NORCROSS, GA	Other service providers	290	$96.6M	$23K	$0