· 2022–2024 · DOL EFAST2
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UNITED CAPITAL FINANCIAL ADVS
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
1
Active participants
134
Total plan assets
$15.6M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
Showing only "UNITED CAPITAL FINANCIAL ADVS"
View all 12 variants aggregated →
UNITED CAPITAL FINANCIAL ADVISORS
20
UNITED CAPITAL FINANCIAL ADVISERS
15
UNITED CAPITAL FINANCIAL ADVIS
11
UNITED CAPITAL FIN ADVISERS
5
UNITED CAPITAL FINANCIAL ADVISOR
4
UNITED CAPITAL FINANCIAL ADV
4
UNITED CAPITAL FINANCIAL
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
J.F. EDWARDS CONSTRUCTION
J.F. EDWARDS CONSTRUCTION CO. 401(K) P/S PLAN
GENESEO, IL
Other service providers
134
$15.6M
$11K
$0
4
UNITED CAPITAL MODESTO
2
UNITED CAPITAL
2
UNITED CAPITAL ADVISERS
2
UNITED CAPITAL FINANCIAL ADVS
1
UNITED CAPITAL FIN ADVISORS
1
UNITED CAPITAL FINANCIAL ADVS — Form 5500 Service Provider Profile | Form 5500 Search