United Capital Financial Advisors — 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 Advisors is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $174,404 and reported indirect compensation totals $0.
Reported compensation dashboard
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
Employers reporting the most compensation to United Capital Financial Advisors. Bars show relative scale.
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State footprint
States where plans reporting United Capital Financial Advisors are sponsored, by plan count.
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Miami Heat Limited Partnership | Miami Heat Limited Partnership 401(K) Retirement Plan | 2023 | $93,199 | $0 |
| Tropical Financial Credit Union | Tropical Financial Credit Union 401(K) Profit Sharing Plan | 2023 | $36,917 | not reported in the loaded dataset |
| Hospice Of The Panhandle, Inc. | Hospice Of The Panhandle, Inc. 401k Plan | 2023 | $20,178 | not reported in the loaded dataset |
| Gq Investments, LLC | Fine Art Lamps 401(K) Plan | 2023 | $14,725 | $0 |
| Maryland University Of Integrative Health | Maryland University Of Integrative Health 403(B) Plan | 2023 | $5,594 | not reported in the loaded dataset |
| Sherman & Howard L.L.C. | Sherman & Howard Retirement Plan (1) | 2023 | $3,791 | not reported in the loaded dataset |
Related Form 5500 pages
- Miami Heat Limited Partnership 401(K) Retirement Plan (plan 001)
- Miami Heat Limited Partnership — all reported plans
- Tropical Financial Credit Union 401(K) Profit Sharing Plan (plan 003)
- Tropical Financial Credit Union — all reported plans
- Hospice Of The Panhandle, Inc. 401k Plan (plan 002)
- Hospice Of The Panhandle, Inc. — all reported plans
- Fine Art Lamps 401(K) Plan (plan 001)
- Gq Investments, LLC — all reported plans
- Maryland University Of Integrative Health 403(B) Plan (plan 001)
- Maryland University Of Integrative Health — all reported plans
- Sherman & Howard Retirement Plan (1) (plan 001)
- Sherman & Howard L.L.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources