United Planners Financial 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

Active participants

2,789

Total plan assets

$32.4M

Filings (rows)

Direct comp

Indirect comp

Showing only "UNITED PLANNERS FINANCIAL SVCS"

View all 10 variants aggregated →

UNITED PLANNERS FINANCIAL SERVICES79 UNITED PLANNERS FNCL SVCS OF AMERIC16 UNITED PLANNERS5 UNITED PLANNERS FINANCIAL5 UNITED PLANNERS FINANCIAL SVCS3 UNITED PLANNERS FINANCIAL SERVICE2 UNITED PLANNERS FIN SVCS

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Peregrine Permanent Management, LLC Peregrine Hospitality - West 401(k) Plan · all filings	DENVER, CO	Other service providers	1,112	$15.5M	$0	$0
SSD Management II LLC KSL Resorts - West 401(k) Plan · all filings	SAN DIEGO, CA	Other service providers	975	$10.8M	$0	$0
SSD Management II LLC KSL Resorts - West 401(k) Plan · all filings	SAN DIEGO, CA	Other service providers	702	$6.2M	$0	$0