UNITED CAPITAL

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

1,299

Total plan assets

$90.4M

Filings (rows)

Direct comp

$122K

Indirect comp

Showing only "UNITED CAPITAL"

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 FINANCIAL ADV4 UNITED CAPITAL FINANCIAL

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GREENWICH AEROGROUP, INC. GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN	GREENWICH, CT	Other service providers	665	$48.7M	$53K	$0
GREENWICH AEROGROUP, INC. GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN	GREENWICH, CT	Other service providers