PlanOptica

Filings through .

United Administrative Services

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served11+1 YoYRank #1283 of mapped providers
Assets under administration$5.6B0.0%Rank #2038 by share of filed assets
Fees received$2MMedian $146,428/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name United Administrative Services as recordkeeper and list their funds in their filing.

Plans
6
$1.97B in funds
In collective trusts
24%
average plan
In United Administrative Services funds
0%
average plan
In index funds
34%
average plan

Target-date series

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.