United Planner S Financial Service

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

153

Total plan assets

$1.6M

Filings (rows)

Direct comp

$2K

Indirect comp

Showing only "UNITED PLANNER S FINANCIAL SERVICE"

View all 12 variants aggregated →

UNITED PLANNERS FINANCIAL SERVICES73 UNITED PLANNERS FNCL SVCS OF AMERIC14 UNITED PLANNERS5 UNITED PLANNERS FINANCIAL5 UNITED PLANNER S FINANCIAL SERVICES4 UNITED PLANNERS FINANCIAL SVCS3 UNITED PLANNERS FINANCIAL SERVICE

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Integriward, LLC Integriward, LLC 401(k) Retirement Plan · all filings	SAN ANTONIO, TX	Advisor / Consultant	153	$1.6M	$2K	$0