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UNITED FUND ADVISORS, LLC

EIN 46-2785253-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
19
PO BOX 96070 - PORTLAND, OR 97296971-409-8327unitedfundadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#002ProfitSharing-$3.5M - 19 part

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Retirement#002

UNITED FUND ADVISORS PROFIT SHARING PLAN

ProfitSharing

Assets$3.5M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED FUND ADVISORS PROFIT SHARING PLANProfitSharing$3.5M192025
Retirement plans
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