· 2022–2024 · DOL EFAST2
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UNITED PLANNERS FIN SVCS
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
157
Total plan assets
$4.4M
Filings (rows)
1
Direct comp
$0
Indirect comp
$16K
Showing only "UNITED PLANNERS FIN SVCS"
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 FIN SVCS
SERVICES PROVIDED
Recordkeeper
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
FAMILY HEALTH CENTER OF SOUTHERN OKLAHOMA, INC.
FAMILY HEALTH CENTER 401(K) PLAN
TISHOMINGO, OK
Recordkeeper
157
$4.4M
$0
$16K
1
UNITED PLANNERS FINL SVCS OF AM
1
UNITED PLANNERS FINANCIAL SVC
1
UNITED PLANNERS FIN SERV OFAM
1
UNITED PLANNERS FIN SVCS — Form 5500 Service Provider Profile | Form 5500 Search
