UNITED PLANNER
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
111
Active participants
92,582
Total plan assets
$1.5B
Filings (rows)
111
Direct comp
$1.7M
Indirect comp
$652K
Aggregating 12 name variants under "UNITED PLANNER"
UNITED PLANNERS FINANCIAL SERVICES73UNITED PLANNERS FNCL SVCS OF AMERIC14UNITED PLANNERS FINANCIAL5UNITED PLANNERS5UNITED PLANNER S FINANCIAL SERVICES4UNITED PLANNERS FINANCIAL SVCS3UNITED PLANNERS FINANCIAL SERVICE2UNITED PLANNERS FIN SVCS1UNITED PLANNERS FINANCIAL SVC1UNITED PLANNERS FINL SVCS OF AM1UNITED PLANNER S FINANCIAL SERVICE1UNITED PLANNERS FIN SERV OFAM1
SERVICES PROVIDED
Advisor / Consultant67
Other40
Broker3
Recordkeeper1
Top plans served
All 111 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CONNER & WINTERS, LLP CONNER & WINTERS 401(K) RETIREMENT PLAN | TULSA, OK | Other NONE | 74 | $97.6M | $17K |
| MFA BENEFITS LLC MFA 401(K) PLAN | LAKEWOOD, NJ | Advisor / Consultant ADVISOR | 7,625 | $92.4M | $7K |
| ENHANCE THERAPIES ENHANCE THERAPIES 401(K) PLAN | LAKEWOOD, NJ | Advisor / Consultant ADVISOR | 7,107 | $91.8M | $5K |
| ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA, CA | Broker BROKER | 467 | $48.2M | $59K |
| RESOURCING EDGE I, LLC CBR MANAGEMENT SERVICES, INC. 401(K) PLAN | ROCKWALL, TX | Other SERVICE PROVIDER | 1,733 | $45.3M | $55K |
| ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA, CA | Broker BROKER | 450 | $42.1M | $60K |
| REMA HOLDINGS LLC CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 608 | $39.7M | $0 |
| ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA, CA | Broker BROKER | 406 | $37.4M | $74K |
| GEWALT-HAMILTON ASSOCIATES, INC. GEWALT-HAMILTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | VERNON HILLS, IL | Advisor / Consultant INVESTMENT ADVISORY | 125 | $35.6M | $0 |
| TRYKO PARTNERS, LLC TRYKO PARTNERS, LLC 401(K) PLAN | BRICK, NJ | Advisor / Consultant ADVISOR | 10,579 | $33.4M | $0 |
| REMA HOLDINGS LLC CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 596 | $31.8M | $0 |
| OUTERSTUFF, LLC OUTERSTUFF, LLC 401(K) PLAN | CLARK, NJ | Advisor / Consultant ADVISOR | 211 | $31.4M | $0 |
| RIVERMARK COMMUNITY CREDIT UNION RIVERMARK COMMUNITY CREDIT UNION RETIREMENT SAVINGS PLAN | BEAVERTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 276 | $28.5M | $33K |
| RIVERMARK COMMUNITY CREDIT UNION RIVERMARK COMMUNITY CREDIT UNION RETIREMENT SAVINGS PLAN | BEAVERTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 281 | $25.7M | $33K |
| OUTERSTUFF, LLC OUTERSTUFF, LLC 401(K) PLAN | CLARK, NJ | Advisor / Consultant ADVISOR | 174 | $25.6M | $0 |
| HUNTER CONTRACTING CO., INC. HUNTER CONTRACTING CO. INC. PROFIT SHARING PLAN & TRUST | GILBERT, AZ | Advisor / Consultant INVESTMENT ADVISOR | 553 | $24.2M | $34K |
| ADVISORTRUST, INC. ASSETMARK POOLED EMPLOYER PLAN | SIOUX FALLS, SD | Advisor / Consultant INVESTMENT ADVISORY | 1,198 | $23.4M | $8K |
| CVB, INC CVB, INC 401(K) PLAN | LOGAN, UT | Advisor / Consultant INVESTMENT ADVISOR | 358 | $20.7M | $65K |
| TRYKO PARTNERS, LLC TRYKO PARTNERS, LLC 401(K) PLAN | BRICK, NJ | Advisor / Consultant ADVISOR | 7,576 | $20.6M | $0 |
| RIVERMARK COMMUNITY CREDIT UNION RIVERMARK COMMUNITY CREDIT UNION RETIREMENT SAVINGS PLAN | BEAVERTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 245 | $20.2M | $38K |
| COMMONWEALTH BUSINESS BANK COMMONWEALTH BUSINESS BANK 401K PROFIT SHARING PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 171 | $20.0M | $34K |
| ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER, NJ | Advisor / Consultant ADVISOR | 2,778 | $19.3M | $0 |
| COMMONWEALTH BUSINESS BANK COMMONWEALTH BUSINESS BANK 401K PROFIT SHARING PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 173 | $18.5M | $43K |
| AUTUMN LAKE HEALTHCARE LLC HEALTHCARE 401(K) PLAN | HOWELL, NJ | Advisor / Consultant ADVISOR | 6,470 | $16.9M | $0 |
| COMMONWEALTH BUSINESS BANK COMMONWEALTH BUSINESS BANK 401K PROFIT SHARING PLAN | LOS ANGELES, CA | Other INVESTMENT/FINANCIAL ADVI | 184 | $16.9M | $40K |
| PROFED FEDERAL CREDIT UNION PROFED RETIREMENT READINESS 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 178 | $16.4M | $32K |
| ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER, NJ | Advisor / Consultant ADVISOR | 1,294 | $16.0M | $0 |
| PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY - WEST 401(K) PLAN | DENVER, CO | Other RETAINED BY CLIENT | 1,112 | $15.5M | $0 |
| R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO, CA | Other INVESTMENT/FINANCIAL ADVI | 190 | $15.4M | $23K |
| PROFED FEDERAL CREDIT UNION PROFED RETIREMENT READINESS 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 165 | $14.9M | $28K |
| GCM MEDICAL AND OEM, INC. GCM 401(K) PLAN | UNION CITY, CA | Advisor / Consultant BROKER/ADVISOR | 270 | $13.7M | $0 |
| INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE, AZ | Other NONE | 189 | $13.4M | $58K |
| INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE, AZ | Other NONE | 260 | $13.3M | $43K |
| PROFED FEDERAL CREDIT UNION PROFED RETIREMENT READINESS 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant BROKER, INVESTME ADVISOR | 164 | $13.1M | $30K |
| R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO, CA | Other INVESTMENT/FINANCIAL ADVI | 176 | $13.1M | $25K |
| NORTH CENTRAL MENTAL HEALTH SERVICES, INC. NORTH CENTRAL MENTAL HEALTH SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 130 | $12.5M | $42K |
| INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE, AZ | Other NONE | 131 | $12.5M | $55K |
| COLVILLE TRIBAL FEDERAL CORPORATION COLVILLE TRIBAL ENTERPRISES CORP. RETIREMENT PLAN | NESPELEM, WA | Advisor / Consultant ADVISOR | 652 | $12.3M | $13K |
| NORTH CENTRAL MENTAL HEALTH SERVICES, INC. NORTH CENTRAL MENTAL HEALTH SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 78 | $12.0M | $40K |
| GCM MEDICAL AND OEM, INC. GCM 401(K) PLAN | UNION CITY, CA | Advisor / Consultant BROKER/ADVISOR | 248 | $11.8M | $0 |
| NORTH CENTRAL MENTAL HEALTH SERVICES, INC. NORTH CENTRAL MENTAL HEALTH SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS, OH | Advisor / Consultant ADVISOR | 88 | $11.3M | $44K |
| MONSTER, INC. MONSTER, INC.401(K) PLAN | BRISBANE, CA | Other SERVICE PROVIDER | 10 | $11.0M | $0 |
| JEFF BELZERS TODD CHEVROLET, INC. JEFF BELZER 401(K) PLAN | LAKEVILLE, MN | Advisor / Consultant INVESTMENT ADVISOR | 230 | $11.0M | $21K |
| R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO, CA | Other INVESTMENT/FINANCIAL ADVI | 158 | $10.8M | $19K |
| SSD MANAGEMENT II LLC KSL RESORTS - WEST 401(K) PLAN | SAN DIEGO, CA | Other RETAINED BY CLIENT | 975 | $10.8M | $0 |
| GCM MEDICAL AND OEM, INC. GCM 401(K) PLAN | UNION CITY, CA | Advisor / Consultant BROKER/ADVISOR | 224 | $10.2M | $0 |
| AUTUMN LAKE HEALTHCARE LLC HEALTHCARE 401(K) PLAN | HOWELL, NJ | Advisor / Consultant ADVISOR | 5,155 | $9.6M | $0 |
| ONE HEALTH OHIO ONE HEALTH OHIO 401(K) PLAN | YOUNGSTOWN, OH | Advisor / Consultant INVESTMENT ADVISORY | 127 | $9.2M | $36K |
| ONE HEALTH OHIO ONE HEALTH OHIO 401(K) PLAN | YOUNGSTOWN, OH | Advisor / Consultant INVESTMENT ADVISORY | 154 | $8.7M | $30K |
| JEFF BELZERS TODD CHEVROLET, INC. JEFF BELZER 401(K) PLAN | LAKEVILLE, MN | Advisor / Consultant INVESTMENT ADVISOR | 213 | $8.7M | $25K |
| PATRIOT GROUP INTERNATIONAL, INC. PATRIOT GROUP INTERNATIONAL, INC. 401(K) PLAN | WARRENTON, VA | Advisor / Consultant ADVISOR | 389 | $8.4M | $12K |
| DENNIS BEVERAGE COMPANY DENNIS FOOD SERVICE 401(K) RETIREMENT PLAN | HAMPDEN, ME | Advisor / Consultant BROKER/ADVISOR | 154 | $8.0M | $0 |
| LERNER ROWE & ASSOCIATES PC LERNER ROWE & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 226 | $7.6M | $32K |
| PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY -EAST 401(K) PLAN | DENVER, CO | Other RETAINED BY EMPLOYER | 904 | $7.6M | $0 |
| CUB CRAFTERS INC CUB CRAFTERS, INC. PROFIT SHARING PLAN | YAKIMA, WA | Other NONE | 184 | $7.2M | $33K |
| HERB PHARM, LLC HERB PHARM, LLC SAVINGS PLAN | WILLIAMS, OR | Advisor / Consultant INVESTMENT ADVISOR | 184 | $7.1M | $24K |
| ONE HEALTH OHIO ONE HEALTH OHIO 401(K) PLAN | YOUNGSTOWN, OH | Advisor / Consultant INVESTMENT ADVISORY | 153 | $7.1M | $31K |
| MIDWEST RECOVER-CARE MIDWEST RECOVER-CARE 401(K) PLAN | BROOKLYN, NY | Advisor / Consultant ADVISOR | 3,320 | $7.0M | $0 |
| HYDROFORM USA, INC. HYDROFORM USA, INC. PROFIT SHARING PLAN AND TRUST | CARSON, CA | Advisor / Consultant ADVISOR | 134 | $7.0M | $15K |
| GLEN J LERNER ESQ GLEN J LERNER ESQ 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 115 | $6.9M | $30K |
| CUB CRAFTERS INC CUB CRAFTERS, INC. PROFIT SHARING PLAN | YAKIMA, WA | Other NONE | 180 | $6.8M | $0 |
| HYDROFORM USA, INC. HYDROFORM USA, INC. PROFIT SHARING PLAN AND TRUST | CARSON, CA | Advisor / Consultant ADVISOR | 135 | $6.3M | $14K |
| CMBK RESORT OPERATIONS, LLC CAMELBACK RESORT 401(K) PLAN | TANNERSVILLE, PA | Other RETAINED BY EMPLOYER | 800 | $6.3M | $0 |
| SSD MANAGEMENT II LLC KSL RESORTS - WEST 401(K) PLAN | SAN DIEGO, CA | Other RETAINED BY CLIENT | 702 | $6.2M | $0 |
| GP 50 NEW YORK LTD. GP 50 NEW YORK LTD. 401(K) PROFIT SHARING PLAN | GRAND ISLAND, NY | Other OTHER SERVICES | 105 | $6.2M | $0 |
| WOLFSDORF ROSENTHAL LLP WOLFSDORF ROSENTHAL LLP PROFIT SHARING PLAN | SANTA MONICA, CA | Advisor / Consultant ADVISOR | 137 | $6.0M | $16K |
| COMMUNITY HOME CARE REFERRAL SERVICE, INC. COMMUNITY HOME CARE REFERRAL SERVICE, INC. D/B/A HELPING HANDS ATTENDANT SERVICES 401(K) PLAN | BROOKLYN, NY | Other RETAINED BY EMPLOYER | 4,382 | $5.9M | $0 |
| PATRIOT GROUP INTERNATIONAL, INC. PATRIOT GROUP INTERNATIONAL, INC. 401(K) PLAN | WARRENTON, VA | Advisor / Consultant ADVISOR | 384 | $5.9M | $10K |
| LERNER ROWE & ASSOCIATES PC LERNER ROWE & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 229 | $5.7M | $22K |
| HYDROFORM USA, INC. HYDROFORM USA, INC. PROFIT SHARING PLAN AND TRUST | CARSON, CA | Advisor / Consultant ADVISOR | 139 | $5.6M | $15K |
| GP 50 NEW YORK LTD. GP 50 NEW YORK LTD. 401(K) PROFIT SHARING PLAN | GRAND ISLAND, NY | Other OTHER SERVICES | 115 | $5.4M | $0 |
| CMBK RESORT OPERATIONS, LLC CAMELBACK RESORT 401(K) PLAN | TANNERSVILLE, PA | Other RETAINED BY EMPLOYER | 900 | $5.3M | $0 |
| GLEN J LERNER ESQ GLEN J LERNER ESQ 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 124 | $5.3M | $22K |
| COMMUNITY HOME CARE REFERRAL SERVICE, INC. COMMUNITY HOME CARE REFERRAL SERVICE, INC. D/B/A HELPING HANDS ATTENDANT SERVICES 401(K) PLAN | BROOKLYN, NY | Other RETAINED BY EMPLOYER | 3,153 | $5.1M | $0 |
| NESET CONSULTING SERVICE INC. NESET CONSULTING SERVICE INC. 401(K) PROFIT SHARING PLAN | TIOGA, ND | Advisor / Consultant INVESTMENT ADVISOT | 159 | $4.8M | $15K |
| DRIGGS TITLE AGENCY, INC. DRIGGS TITLE AGENCY 401(K) PLAN | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADV | 117 | $4.6M | $10K |
| DRIGGS TITLE AGENCY, INC. DRIGGS TITLE AGENCY 401(K) PLAN | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADV | 165 | $4.6M | $11K |
| CEDAR HEALTH GROUP LLC CEDAR HEALTH GROUP LLC 401K PLAN | LAKEWOOD, NJ | Other FINANCIAL SERVICES | 503 | $4.6M | $10K |
| VYTEX CORPORATION VYTEX CORPORATION 401(K) PLAN | LAUREL, MD | Advisor / Consultant ADVISOR | 216 | $4.5M | $13K |
| COMMUNITY HOME CARE REFERRAL SERVICE, INC. COMMUNITY HOME CARE REFERRAL SERVICE, INC. D/B/A HELPING HANDS ATTENDANT SERVICES 401(K) PLAN | BROOKLYN, NY | Other RETAINED BY EMPLOYER | 2,205 | $4.5M | $0 |
| FAMILY HEALTH CENTER OF SOUTHERN OKLAHOMA, INC. FAMILY HEALTH CENTER 401(K) PLAN | TISHOMINGO, OK | Recordkeeper RECORDKEEPER | 157 | $4.4M | $0 |
| DRIGGS TITLE AGENCY, INC. DRIGGS TITLE AGENCY 401(K) PLAN | SCOTTSDALE, AZ | Other INVESTMENT/FINANCIAL ADV | 138 | $4.2M | $11K |
| GARNER ELECTRIC, CO. GARNER ELECTRIC, CO. 401(K) PROFIT SHARING PLAN | HILLSBORO, OR | Other INVESTMENT/FINANCIAL ADVI | 140 | $4.2M | $20K |
| GLEN J LERNER ESQ GLEN J LERNER ESQ 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 120 | $4.1M | $19K |
| MIDWEST RECOVER-CARE MIDWEST RECOVER-CARE 401(K) PLAN | BROOKLYN, NY | Advisor / Consultant ADVISOR | 3,550 | $4.1M | $0 |
| LERNER ROWE & ASSOCIATES PC LERNER ROWE & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 221 | $4.0M | $18K |
| CEDAR HEALTH GROUP LLC CEDAR HEALTH GROUP LLC 401K PLAN | LAKEWOOD, NJ | Other RETAINED BY CLIENT | 352 | $3.7M | $8K |
| VYTEX CORPORATION VYTEX CORPORATION 401(K) PLAN | LAUREL, MD | Advisor / Consultant ADVISOR | 303 | $3.6M | $12K |
| KR CONTRACTING, INC. KR CONTRACTING, INC 401(K) PLAN | HAGERSTOWN, VA | Other SERVICE PROVIDER | 448 | $3.4M | $0 |
| DESERT READY MIX, LLC DESERT READY MIX, LLC 401(K) PLAN | MESA, AZ | Other INVESTMENT/FINANCIAL ADVI | 235 | $3.4M | $7K |
| OESTERLEN SERVICES FOR YOUTH, INC. OESTERLEN SERVICES FOR YOUTH INC. EMPLOYEES PENSION PLAN | SPRINGFIELD, OH | Advisor / Consultant INVESTMENT ADVISORY | 45 | $3.2M | — |
| SILVER LAKE CONSTRUCTION COMPANY SILVER LAKE CONSTRUCTION COMPA 401K PROFIT SHARING PLAN AND TRU | LAS VEGAS, NV | Other INVESTMENT/FINANCIAL ADVI | 289 | $3.0M | $7K |
| PRIES ENTERPRISES INC PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN | INDEPENDENCE, IA | Other INVESTMENT PROFESSIONAL | 204 | $2.7M | $0 |
| SILVER LAKE CONSTRUCTION COMPANY SILVER LAKE CONSTRUCTION COMPA 401K PROFIT SHARING PLAN AND TRU | LAS VEGAS, NV | Other INVESTMENT/FINANCIAL ADVI | 200 | $2.3M | $14K |
| BEDROCK HEALTHCARE LLC BEDROCK 401(K) PLAN | GREENDALE, WI | Advisor / Consultant ADVISOR | 660 | $2.0M | $0 |
| CLAIMOCITY, INC. CLAIMOCITY LLC 401(K) PLAN | LAS VEGAS, NV | Advisor / Consultant INVESTMENT ADVISOR | 60 | $1.9M | $5K |
| GHR LIMITED GHR LIMITED 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISOR | 86 | $1.9M | $5K |
| CHAMPION CARE, LLC CHAMPION CARE, LLC 401(K) PLAN | ROCKVILLE CENTRE, NY | Advisor / Consultant ADVISOR | 882 | $1.8M | $0 |
| INTEGRIWARD, LLC INTEGRIWARD, LLC 401(K) RETIREMENT PLAN | SAN ANTONIO, TX | Advisor / Consultant INVESTMENT ADVISOR | 153 | $1.6M | $2K |
| RABLE MACHINE, INC. RABLE MACHINE, INC. RETIREMENT SAVINGS PLAN | MANSFIELD, OH | Advisor / Consultant INVESTMENT ADVISORY | 117 | $1.2M | $8K |
| WAGE PAY, LLC WEST COAST STEEL 401(K) PLAN | CHINO, CA | Advisor / Consultant FINANCIAL ADVISOR | 121 | $1.1M | $0 |
| MY LEFT FOOT CHILDRENS THERAPY 4 MY LEFT FOOT CHILDRENS THERAPY 401 K PROFIT SHARING PLAN TRUST | LAS VEGAS, NV | Advisor / Consultant ADVISOR | 81 | $855K | $0 |
| COGNITION LLC COGNITION LLC 401(K) PROFIT SHARING PLAN | WASHINGTON, DC | Other OTHER FEES | 24 | $755K | $0 |
| US AVIATION GROUP LLC US AVIATION GROUP 401(K) PLAN | DENTON, TX | Other NONE | 60 | $601K | $5K |
| VERNON MANOR HEALTHCARE CTR, LLC AFMV 401(K) PROFIT SHARING PLAN | MANCHESTER, CT | Other INVESTMENT/FINANCIAL ADVI | 249 | $540K | $12K |
| ODLE MANAGEMENT GROUP, LLC ODLE MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $0 |
| KR CONTRACTING, INC. KR CONTRACTING, INC 401(K) PLAN | HAGERSTOWN, VA | Other SERVICE PROVIDER | 0 | $0 | $0 |
| SOUTH PACIFIC REHABILITATION SERVICES, INC. SOUTH PACIFIC REHABILITATION SERVICES, INC. 401(K) PROFIT SHARING PLAN | ENCINO, CA | Advisor / Consultant ADVISOR | 0 | $0 | $1K |
| SYSTEMS TECHNOLOGY, INC. SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | HAWTHORNE, CA | Advisor / Consultant BROKER/ADVISOR | 33 | — | $0 |
| SYSTEMS TECHNOLOGY, INC. SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | HAWTHORNE, CA | Advisor / Consultant BROKER/ADVISOR | 23 | — | $5K |
| SYSTEMS TECHNOLOGY, INC. SYSTEMS TECHNOLOGY, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | HAWTHORNE, CA | Advisor / Consultant BROKER/ADVISOR | 29 | — | $0 |