· 2022–2024 · DOL EFAST2
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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
73
UNITED PLANNERS FNCL SVCS OF AMERIC
14
UNITED PLANNERS FINANCIAL
5
UNITED PLANNERS
5
UNITED PLANNERS FINANCIAL SVCS
3
UNITED PLANNERS FINANCIAL SERVICE
2
UNITED PLANNERS FINL SVCS OF AM
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
PRIES ENTERPRISES INC
PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN
INDEPENDENCE, IA
Other service providers
204
$2.7M
$0
$9K
1
UNITED PLANNERS FINANCIAL SVC
1
UNITED PLANNERS FIN SVCS
1
UNITED PLANNERS FIN SERV OFAM
1
UNITED PLANNERS FIN SERV OFAM — Form 5500 Service Provider Profile | Form 5500 Search