United Capital Financial Advisers — 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 Advisers 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 $182,666 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $182,666
- Reported indirect compensation
- $0
- Total reported compensation
- $182,666
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Berger Singerman, Llp | FL | 1 | $55,863 |
| Blur Studio Inc | CA | 1 | $39,552 |
| United Data Technologies, Inc. | FL | 1 | $31,550 |
| Rbr Management LLC | NV | 1 | $22,840 |
| J.F. Edwards Construction Co. | IL | 1 | $19,007 |
| U.S. Holdings, Inc. | FL | 1 | $13,854 |
State footprint
Plans reporting United Capital Financial Advisers are sponsored in FL (3), CA (1), IL (1), NV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Berger Singerman, Llp | Berger Singerman, Llp 401(K) And Profit-Sharing Plan | 2023 | $55,863 | $0 |
| Blur Studio Inc | Blur Studio Inc 401(K) Plan | 2023 | $39,552 | not reported in the loaded dataset |
| United Data Technologies, Inc. | United Data Technologies, 401(K) Retirement Plan | 2023 | $31,550 | not reported in the loaded dataset |
| Rbr Management LLC | Rbr Management LLC 401(K) Profit Sharing Plan & Trust | 2023 | $22,840 | not reported in the loaded dataset |
| J.F. Edwards Construction Co. | J.F. Edwards Construction Co. 401(K) Profit Sharing Plan | 2023 | $19,007 | not reported in the loaded dataset |
| U.S. Holdings, Inc. | U.S. Holdings, Inc. Et Al 401(K) Plan | 2023 | $13,854 | $0 |
Related Form 5500 pages
- Berger Singerman, Llp 401(K) And Profit-Sharing Plan (plan 001)
- Berger Singerman, Llp — all reported plans
- Blur Studio Inc 401(K) Plan (plan 001)
- Blur Studio Inc — all reported plans
- United Data Technologies, 401(K) Retirement Plan (plan 002)
- United Data Technologies, Inc. — all reported plans
- Rbr Management LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Rbr Management LLC — all reported plans
- J.F. Edwards Construction Co. 401(K) Profit Sharing Plan (plan 002)
- J.F. Edwards Construction Co. — all reported plans
- U.S. Holdings, Inc. Et Al 401(K) Plan (plan 001)
- U.S. Holdings, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources