United Planners Financial Service

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

856

Total plan assets

$79.5M

Filings (rows)

Direct comp

$134K

Indirect comp

Showing only "UNITED PLANNERS FINANCIAL SERVICE"

View all 10 variants aggregated →

UNITED PLANNERS FINANCIAL SERVICES73 UNITED PLANNERS FNCL SVCS OF AMERIC14 UNITED PLANNERS FINANCIAL5 UNITED PLANNERS5 UNITED PLANNERS FINANCIAL SVCS3 UNITED PLANNERS FINANCIAL SERVICE2 UNITED PLANNERS FINANCIAL SVC

SERVICES PROVIDED

Broker2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Onelegacy Onelegacy 403(b) Retirement Plan · all filings	AZUSA, CA	Broker	450	$42.1M	$60K	$0
Onelegacy Onelegacy 403(b) Retirement Plan · all filings	AZUSA, CA	Broker	406	$37.4M	$74K	$0