United Capital Financial Advisor

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

764

Total plan assets

$280.1M

Filings (rows)

Direct comp

$118K

Indirect comp

Showing only "UNITED CAPITAL FINANCIAL ADVISOR"

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UNITED CAPITAL FINANCIAL ADVISORS20 UNITED CAPITAL FINANCIAL ADVISERS15 UNITED CAPITAL FINANCIAL ADVIS11 UNITED CAPITAL FIN ADVISERS5 UNITED CAPITAL FINANCIAL4 UNITED CAPITAL FINANCIAL ADV4

SERVICES PROVIDED

Advisor / Consultant2

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sherman & Howard L.L.C. Sherman & Howard Retirement Plan (2) · all filings	DENVER, CO	Investment manager	155	$110.7M	$22K	$0
Sherman & Howard L.L.C. Sherman & Howard Retirement Plan (2) · all filings	DENVER, CO	Investment manager	144	$110.1M	$9K	$0
Master-Lee Energy Services Corp. Master-Lee Energy Services Corp. 401(k) Plan · all filings	LATROBE, PA	Advisor / Consultant	215	$31.7M	$42K	$0
Master Lee Energy Services, Inc. Master-Lee Energy Services Corp. 401(k) Plan · all filings	LATROBE, PA	Advisor / Consultant	250	$27.6M	$45K	$0