P PlanScore

Stable plan record

UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN

Sponsored by UNITED CAPITAL FINANCIAL ADVISORS, LLC · EIN/PN 270493248-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2023
$839
2024
$6,806
Plan-paid administrative expenses per participant
2023
$3
2024
$69
Active participants
2023
276
2024
270
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420251010101001NAL0007489281001270$6,806
202320241014172534NAL0027974641001276$839
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.