United Planner S Financial Services

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

986

Total plan assets

$81.5M

Filings (rows)

Direct comp

$127K

Indirect comp

Showing only "UNITED PLANNER S FINANCIAL SERVICES"

View all 12 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Rivermark Community Credit Union Rivermark Community Credit Union Retirement Savings Plan · all filings	BEAVERTON, OR	Advisor / Consultant	276	$28.5M	$33K	$0
Rivermark Community Credit Union Rivermark Community Credit Union Retirement Savings Plan · all filings	BEAVERTON, OR	Advisor / Consultant	281	$25.7M	$33K	$0
Rivermark Community Credit Union Rivermark Community Credit Union Retirement Savings Plan · all filings	BEAVERTON, OR	Advisor / Consultant	245	$20.2M	$38K	$0
HERB Pharm, LLC HERB Pharm, LLC Savings Plan · all filings	WILLIAMS, OR	Advisor / Consultant	184	$7.1M	$24K	$0