Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › United Capital Financial Advisors
United Capital Financial Advisors
- Service provider, as named on Schedule C
- EIN 270493248
- Plan year 2024
- Direct compensation reported $177,473
Assets of those plans
$397,527,041
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$177,473
90% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 7 |
| 50 | Direct payment from the plan | 3 |
| 27 | Investment advisory (plan) | 2 |
| 61 | Finders fees / placement fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Smith, Gambrell & Russell, LLP 401(k) Retirement Plan | Smith Gambrell & Russell | $266,434,581 | 702 | $25,959 |
| Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan | Orthopaedic Associates | $27,285,283 | 157 | $9,808 |
| United Data Technologies, 401(k) Retirement Plan | United Data Technologies | $24,429,770 | 458 | $8,873 |
| Selma Medical Assoc Inc 401(k) Profit Sharing Plan | Selma Medical Associates | $22,123,301 | 120 | $40,481 |
| J.F. Edwards Construction Co. 401(k) P/S Plan | J.F. Edwards Construction | $15,637,723 | 170 | $11,282 |
| State Utility Contractors, Inc. 401(k) Profit Sharing Plan | State Utility Contractors | $13,945,359 | 143 | $35,430 |
| Olympia / Fandango / Legends 401(k) Plan | Olympia Companies | $9,814,467 | 584 | $0 |
| ATG Retirement Savings Plan | Aerospace Technologies Group | $7,044,896 | 159 | $10,528 |
| Hospice of the Panhandle, Inc. 401(k) Plan | Hospice of the Panhandle | $5,471,081 | 156 | $20,387 |
| Fine Art Lamps 401(k) Plan | GQ Investments | $5,340,580 | 92 | $14,725 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.