· 2022–2024 · DOL EFAST2
Search
Search
Browse
Resources
Pricing
Home
/
Providers
/
United Planners FIN SERV OFAM
Back to search
United Planners FIN SERV OFAM
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
1
Active participants
204
Total plan assets
$2.7M
Filings (rows)
1
Direct comp
$0
Indirect comp
$9K
Showing only "UNITED PLANNERS FIN SERV OFAM"
View all 10 variants aggregated →
UNITED PLANNERS FINANCIAL SERVICES
79
UNITED PLANNERS FNCL SVCS OF AMERIC
16
UNITED PLANNERS FINANCIAL
5
UNITED PLANNERS
5
UNITED PLANNERS FINANCIAL SVCS
3
UNITED PLANNERS FINANCIAL SERVICE
2
UNITED PLANNERS FIN SVCS
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Unlock full export (Pro)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Pries Enterprises Inc.
Pries Enterprises Inc. 401(k) Profit Sharing Plan ·
all filings
INDEPENDENCE, IA
Other service providers
204
$2.7M
$0
$9K
1
UNITED PLANNERS FINL SVCS OF AM
1
UNITED PLANNERS FINANCIAL SVC
1
UNITED PLANNERS FIN SERV OFAM
1
United Planners FIN SERV OFAM — Form 5500 Service Provider Profile | Form 5500 Search