Form 5500 Search

GLOBAL RRETIREMENT PARTNER

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
808
Total plan assets
$2.3M
Filings (rows)
4
Direct comp
$13K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED 401(K) PLANS, INC. DBA ELEVATE401(K)
UNA'S NONPROFIT RETIREMENT SOLUTION
SALT LAKE CITY, UT
Advisor / Consultant
ADVISOR
269$2.3M$5K
UNITED 401(K) PLANS, INC.
FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN
SALT LAKE CITY, UT
Advisor / Consultant
ADVISOR
157$3K
UNITED 401(K) PLANS, INC.
FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN
SALT LAKE CITY, UT
Advisor / Consultant
ADVISOR
153$3K
UNITED 401(K) PLANS, INC. DBA ELEVATE401(K)
UNA'S NONPROFIT RETIREMENT SOLUTION
SALT LAKE CITY, UT
Advisor / Consultant
ADVISOR
229$1K
GLOBAL RRETIREMENT PARTNER — Form 5500 Service Provider Profile | Form 5500 Search