United Planners Financial Services
broker39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served34-7 YoYRank #509 of mapped providers
Assets under administration$58.8B0.1%Market share · rank #260
Fees received$856,563Median $22,107/planSum across Schedule C direct + indirect
Net wins YoY-513 won · 18 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical United Planners Financial Services plan look like?
Service mix · median fees per plan
Count of plans where United Planners Financial Services ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 15 | $17,022 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 5 | $22,829 | |
Other commissionsCode 55 | 4 | $29,131 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $5,506 | |
Investment advisory (participants)Code 26 | 2 | $30,958 | |
Investment management; Shareholder servicing feesCode 28 | 2 | $35,447 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting (pension); Contract AdministratorCode 13 | 1 | $19,976 | |
Securities brokerage; Investment management fees paid indirectly by plan; Securities brokerage commissions and feesCode 33 | 1 | $32,682 |
Competitor overlap
Percent of United Planners Financial Services's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under United Planners Financial Services.
| Sponsor | From | Assets |
|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | Herron Palmer LLC | $18.8B |
CONNER & WINTERS, LLPOK · 731388566-001 | Empower | $98M |
RESOURCING EDGE I, LLCTX · 463045894-333 | Fidelity Investments | $45M |
GEWALT-HAMILTON ASSOCIATES, INC.IL · 363426053-002 | (new plan) | $36M |
HUNTER CONTRACTING CO., INC.AZ · 860172434-001 | John Hancock | $24M |
ADVISORTRUST, INC.SD · 464091337-004 | PCS Retirement | $23M |
CVB, INCUT · 201008736-001 | (new plan) | $21M |
DENNIS BEVERAGE COMPANYME · 010206333-001 | Empower | $8M |
HERB PHARM, LLCOR · 473470089-002 | Empower | $7M |
CEDAR HEALTH GROUP LLCNJ · 851770735-001 | John Hancock | $5M |
Plans lost in 2024
Appeared last year under United Planners Financial Services; not this year.
| Sponsor | To | Assets |
|---|---|---|
METROPOLITAN ANESTHESIA NETWORK, LLPMN · 411524692-001 | Peggy Edge CPA | $330M |
MFA BENEFITS LLCNJ · 541278483-001 | Strategic Advisers | $92M |
ENHANCE THERAPIESNJ · 223321058-001 | Synovus Trust Company | $92M |
REMA HOLDINGS LLCNY · 843557193-001 | Elite Insurance Agency, Inc. | $40M |
TRYKO PARTNERS, LLCNJ · 270587208-001 | Davis & Gilbert LLP | $33M |
TEAGUE NALL AND PERKINS, INCTX · 751645991-001 | Vanguard | $33M |
OUTERSTUFF, LLCNJ · 222569503-001 | Cambridge Investment Research | $31M |
ATLAS HEALTHCARE, LLCNJ · 842084149-002 | Parkwood Associates Inc. | $19M |
AUTUMN LAKE HEALTHCARE LLCNJ · 472007153-001 | Cambridge Investment Research | $17M |
JEFF BELZERS TODD CHEVROLET, INC.MN · 411385667-002 | UBS Financial Services | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $5,357 | 6y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $5,654 | 8y | - |
CONNER & WINTERS, LLPOK · 731388566-001 | $98M | 117 | $17,022 | 4y | 1 |
ONELEGACYCA · 953138799-001 | $48M | 678 | $58,859 | 9y | 1 |
RESOURCING EDGE I, LLCTX · 463045894-333 | $45M | 2,166 | $55,196 | 1y | 1 |
GEWALT-HAMILTON ASSOCIATES, INC.IL · 363426053-002 | $36M | 147 | $62,167 | 1y | 2 |
SYSTEMS TECHNOLOGY, INC.CA · 951957989-002 | $32M | 65 | $21,384 | 10y | - |
HUNTER CONTRACTING CO., INC.AZ · 860172434-001 | $24M | 775 | $34,370 | 1y | 1 |
ADVISORTRUST, INC.SD · 464091337-004 | $23M | 1,263 | $8,100 | 1y | 1 |
CVB, INCUT · 201008736-001 | $21M | 1,002 | $64,980 | 1y | 1 |
Flag exposure
82.4%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (39)
Raw Schedule C names collapsed into United Planners Financial Services.
- JRP CAPITAL CO RP
- JRS WEALTH MANAGEMENT
- JS ACCOUNTING, PLC
- JSA PENSION SERVICES, INC.
- JSC CONSULTING
- JSD AND ASSOCIATIES, INC.
- JSP MANAGEMENT LLC
- JT GOLDSTEIN, LLC
- JT STRATFORD LLC
- JTAYLOR
- JTEKT NORTH AMERICA CORPORATION
- JTEKT NORTH MERICACORORATON
- JTK GROUP LLC
- PLANNERS FINACIAL SERVICES
- PLANNERS FINANCIAL SERVICES
- UNITED FINANCIAL SERVICES
- UNITED PLANNER'S FINANCIAL SERVICE
- UNITED PLANNER'S FINANCIAL SERVICES
- UNITED PLANNERS
- UNITED PLANNERS FIN SERV OFAM
- UNITED PLANNERS FIN SVCS OF AMER
- UNITED PLANNERS FIN SVCS OF AMER.
- UNITED PLANNERS FIN SVCS OF AMERICA
- UNITED PLANNERS FIN. SVCS.
- UNITED PLANNERS FINANCIAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for United Planners Financial Services's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 4 | 11.76% | 26.94% | -15.18 pp |
| Late contributions | 9 | 26.47% | 1.71% | +24.76 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 11 | 32.35% | 1.76% | +30.59 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with United Planners Financial Services. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on United Planners Financial Services's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Burnham Gibson Wealth Advisors LLC | 2 | 5.9% |
| Callan Associates Inc. | 2 | 5.9% |
| Chipton-Ross Inc. | 2 | 5.9% |
| Global Trading Analytics LLC | 2 | 5.9% |
| Morningstar Investment Management | 2 | 5.9% |
| Baker Financial Services, LLC | 1 | 2.9% |
| Benefit Outsourcing Solutions, Inc. | 1 | 2.9% |
| Bloomberg LP | 1 | 2.9% |
| Brinker Capital Holdings, Inc. | 1 | 2.9% |
| The Burgiss Group LLC | 1 | 2.9% |