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"

View all 2 variants aggregated →

UNITED ASSETS STRATEGIES3 UNITED ASSET STRATEGIES3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ROBERT FOX, INC. ROBERT FOX, INC. 401(K) PLAN	MINEOLA, NY	Advisor / Consultant	158	$6.6M	$30K	$0
ROBERT FOX, INC. ROBERT FOX, INC. 401(K) PLAN	MINEOLA, NY	Advisor / Consultant	143