United Capital Financial

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

374

Total plan assets

$75.2M

Filings (rows)

Direct comp

$96K

Indirect comp

Showing only "UNITED CAPITAL FINANCIAL"

View all 12 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Selma Medical Associates, Inc. Selma Medical Assoc Inc. 401(k) Profit Sharing Plan · all filings	WINCHESTER, VA	Advisor / Consultant	70	$22.1M	$40K	$0
Selma Medical Associates, Inc. Selma Medical Assoc Inc. 401(k) Profit Sharing Plan · all filings	WINCHESTER, VA	Advisor / Consultant	82	$19.6M	$38K	$0
Selma Medical Associates, Inc. Selma Medical Assoc Inc. 401(k) Profit Sharing Plan · all filings	WINCHESTER, VA	Advisor / Consultant	88	$17.9M	$9K	$0
J.F. Edwards Construction J.F. Edwards Construction Co. 401(k) P/S Plan · all filings	GENESEO, IL	Other service providers	134	$15.6M	$9K	$0