Financial Advocates INV Mgmt

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

31,882

Total plan assets

$26.2B

Filings (rows)

Direct comp

$66K

Indirect comp

Showing only "FINANCIAL ADVOCATES INV MGMT"

View all 13 variants aggregated →

FINANCIAL ADVOCATES INVESTMENT MANA23 FINANCIAL ADVOCATES INVESTMENT MGMT19 FINANCIAL ADVOCATES INVESTMENT8 FINANCIAL ADVOCATES INV MGMT5 FINANCIAL ADVOCATES5 FINANCIAL ADVOCATES INVMT MGMT3

SERVICES PROVIDED

Broker3

Advisor / Consultant1

Other service providers1

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Plans served

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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	16,617	$14.4B	$10K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Other service providers	14,959	$11.8B	$53K	$0
Unlimited Construction Services Inc. Unlimited Construction Services Inc. 401(k) Profit Sharing Plan · all filings	LIHUE, HI	Broker	114	$13.0M	$424	$0
Unlimited Construction Services Inc. Unlimited Construction Services Inc. 401(k) Profit Sharing Plan · all filings	LIHUE, HI	Broker	91	$11.7M	$2K	$0
Unlimited Construction Services Inc. Unlimited Construction Services Inc. 401(k) Profit Sharing Plan · all filings	LIHUE, HI	Broker	101	$9.9M	$343	$0