United Asset Strategies

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

301

Total plan assets

$12.6M

Filings (rows)

Direct comp

$97K

Indirect comp

Showing only "UNITED ASSET STRATEGIES"

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UNITED ASSET STRATEGIES3 UNITED ASSETS STRATEGIES3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Robert Fox, Inc. Robert Fox, Inc. 401(k) Plan · all filings	MINEOLA, NY	Advisor / Consultant	158	$6.6M	$30K	$0
Robert Fox, Inc. Robert Fox, Inc. 401(k) Plan · all filings	MINEOLA, NY	Advisor / Consultant	143	$6.1M	$32K	$0
Robert Fox, Inc. Robert Fox, Inc. 401(k) Plan · all filings	MINEOLA, NY	Advisor / Consultant	0	$0	$35K	$0