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 FIN SVCS

SERVICES PROVIDED

Broker2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN	AZUSA, CA	Broker	450	$42.1M	$60K	$0
ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN	AZUSA, CA	Broker	406	$37.4M	$74K	$0