Plans listing this provider
204
0.36% of the 56,420 plans with Schedule H financials; 228 in 2023
Providers › LPL Financial LLC
LPL Financial LLC
- Service provider, as named on Schedule C
- EIN 952834236
- Plan year 2024
- Direct compensation reported $3,302,330
Assets of those plans
$9,150,633,078
0.12% of all Schedule H plan assets
Plans where it is the recordkeeper
32
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,302,330
49% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 49 | Other services | 91 |
| 99 | Other fees | 87 |
| 27 | Investment advisory (plan) | 61 |
| 55 | Other commissions | 55 |
| 50 | Direct payment from the plan | 38 |
| 15 | Recordkeeping and information management | 31 |
| 64 | Recordkeeping fees | 31 |
| 21 | Trustee (bank, trust company or similar) | 28 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Savannah River Nuclear Solutions, LLC Defined Contribution Plan | Savannah River Nuclear Solutions | $2,829,914,985 | 12,898 | $10,046 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $0 |
| Modern Technology Solutions, Inc. 401(k) Plan | Modern Technology Solutions | $402,174,436 | 2,481 | $0 |
| Mccoy Group, Inc. 401(k) Profit Sharing Plan | Mccoy Group | $266,730,804 | 4,544 | $0 |
| Club Retirement Plan | Club Management Association of America | $262,727,712 | 5,168 | $15,048 |
| Sharp Rees-stealy Medical Group, Inc. Retirement Savings Plan | Sharp Rees-stealy Medical Group | $246,040,075 | 764 | $35,166 |
| Sierra Nevada Brewing 401(k) Plan | Sierra Nevada Brewing | $226,094,406 | 1,631 | $31,177 |
| Archer & Greiner, P.C. Cash OR Deferred Profit Sharing Plan | Archer & Greiner | $215,896,877 | 362 | $116,599 |
| Ascensus Secure Retirement Pooled Employer Plan | Pension Specialists | $205,589,355 | 6,922 | $159,048 |
| Freedom Mortgage 401(k) Plan | Freedom Mortgage | $200,327,119 | 6,749 | $198,871 |
| YCS&T Retirement Plan | Young Conaway Stargatt & Taylor | $131,367,959 | 334 | $18,517 |
| Central Illinois Radiological Associates, Ltd. 401(k) Profit Sharing Plan | Central Illinois Radiological Associates | $113,280,096 | 179 | $90,068 |
| The Penta Building Group, LLC 401(k) Plan | Penta Building Group | $80,735,604 | 567 | $86,932 |
| Broder Bros., Co. Employees' 401(k) Trust | Broder Bros. | $80,053,896 | 3,035 | $10,500 |
| Rohrer Corporation Amended and Restated Profit Sharing Plan and Trust | Rohrer | $75,354,321 | 921 | $0 |
| Warady & Davis, LLP Profit Sharing and Savings Plan | Warady & Davis | $72,962,045 | 157 | $45,411 |
| Roppe Holding Company 401(k) Plan | Roppe | $66,762,071 | 642 | $0 |
| University Otolaryngologists, Inc. 401(k) Plan | University Otolaryngologists | $65,367,842 | 330 | $42,248 |
| Mastercontrol 401(k) Savings Planrecordkeeper | Mastercontrol Solutions | $63,704,246 | 789 | $61,867 |
| Altman Solon US, LP 401(k) Profit Sharing Plan | Altman Solon US | $62,248,700 | 501 | not reported |
| PTC Alliance LLC 401(k) Plan | PTC Alliance | $56,777,104 | 670 | $8,821 |
| Your Part-time Controller, LLC 401(k) Profit Sharing Plan | Your Part-time Controller | $53,547,955 | 773 | $63,484 |
| PTC Alliance LLC Union Retirement Savings Plan | PTC Alliance | $49,768,624 | 566 | $7,009 |
| Toto USA, Inc. 401(k) Retirement Planrecordkeeper | Toto USA | $49,500,023 | 532 | $68,387 |
| Shoe Show Retirement Savings Plan | Shoe Show | $49,361,532 | 1,447 | $80,138 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.