United Capital FIN Advisers

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

724

Total plan assets

$51.2M

Filings (rows)

Direct comp

$143K

Indirect comp

Showing only "UNITED CAPITAL FIN ADVISERS"

View all 12 variants aggregated →

UNITED CAPITAL FINANCIAL ADVISORS20 UNITED CAPITAL FINANCIAL ADVISERS15 UNITED CAPITAL FINANCIAL ADVIS11 UNITED CAPITAL FIN ADVISERS5 UNITED CAPITAL FINANCIAL ADVISOR4 UNITED CAPITAL FINANCIAL4

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
State Utility Contractors, Inc. State Utility Contractors, Inc. 401(k) Profit Sharing Plan · all filings	MONROE, NC	Advisor / Consultant	152	$15.2M	$41K	$0
State Utility Contractors, Inc. State Utility Contractors, Inc. 401(k) Profit Sharing Plan · all filings	MONROE, NC	Advisor / Consultant	166	$13.9M	$35K	$0
State Utility Contractors, Inc. State Utility Contractors, Inc. 401(k) Profit Sharing Plan · all filings	MONROE, NC	Advisor / Consultant	140	$13.0M	$39K	$0
Chapman Partnership Chapman Partnership Employee Savings Plan · all filings	MIAMI, FL	Advisor / Consultant	134	$4.6M	$12K	$0
Chapman Partnership Chapman Partnership Employee Savings Plan · all filings	MIAMI, FL	Advisor / Consultant	132	$4.5M	$15K	$0