United Planners Financial SVC

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

Total plan assets

$97.6M

Filings (rows)

Direct comp

$17K

Indirect comp

Showing only "UNITED PLANNERS FINANCIAL SVC"

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 FINL SVCS OF AM

SERVICES PROVIDED

Other service providers1

Prospecting the plans that use United Planners Financial SVC?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Conner & Winters, LLP Conner & Winters 401(k) Retirement Plan · all filings	TULSA, OK	Other service providers	74	$97.6M	$17K	$0