UNITED CAPITAL MODESTO

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

593

Total plan assets

$13.5M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "UNITED CAPITAL MODESTO"

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 UNITED CAPITAL FINANCIAL ADV

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CENTER FOR HUMAN SERVICES CENTER FOR HUMAN SERVICES 401K PLAN	MODESTO, CA	Advisor / Consultant	297	$7.3M	$25K	$0
CENTER FOR HUMAN SERVICES CENTER FOR HUMAN SERVICES 401K PLAN	MODESTO, CA	Advisor / Consultant	296