United Capital Financial Advis — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Capital Financial Advis is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $38,395 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $38,395
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $38,395
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $14,460 |
| Mecklenburg Radiology Associates, P.A. | NC | 1 | $6,976 |
| The Charles Schwab Corporation | TX | 1 | $6,119 |
| Hok Group, Inc. | MO | 1 | $5,759 |
| Arnall Golden Gregory Llp | GA | 1 | $5,081 |
State footprint
Plans reporting United Capital Financial Advis are sponsored in GA (1), IL (1), MO (1), NC (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $14,460 | not reported in the loaded dataset |
| Mecklenburg Radiology Associates, P.A. | Mecklenburg Radiology Associates, P.A. Profit Sharing Plan | 2023 | $6,976 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $6,119 | not reported in the loaded dataset |
| Hok Group, Inc. | Hok Group, Inc. 401(K) Profit Sharing Plan | 2023 | $5,759 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | Arnall Golden Gregory Llp Self-Employed Persons Retirement Plan | 2023 | $5,081 | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Mecklenburg Radiology Associates, P.A. Profit Sharing Plan (plan 001)
- Mecklenburg Radiology Associates, P.A. — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Hok Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Hok Group, Inc. — all reported plans
- Arnall Golden Gregory Llp Self-Employed Persons Retirement Plan (plan 001)
- Arnall Golden Gregory Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources