Lpl Financial Corporation — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lpl Financial Corporation is reported as a service provider on 108 loaded Form 5500 filing(s) across 106 plan sponsor(s) and 107 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,793,614 and reported indirect compensation totals $1,270,494.
Reported compensation summary
- Reported direct compensation
- $1,793,614
- Reported indirect compensation
- $1,270,494
- Total reported compensation
- $3,064,108
- Filings
- 108
- Plan sponsors
- 106
- Plans
- 107
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| My Hr Pros | AR | 1 | $220,164 |
| Empower Hr, LLC | WI | 1 | $186,515 |
| Oracle Financial Services Software, Inc. | NJ | 1 | $86,375 |
| Inovio Pharmaceuticals, Inc. | CA | 1 | $69,108 |
| Fremont-Wright, LLC | TN | 1 | $58,964 |
| Industrial Kiln & Dryer Group, Inc. | KY | 1 | $58,108 |
| Strike Technologies LLC | NY | 1 | $56,150 |
| Gaston Family Health Services, Inc. D.B.A. Kintegra Health | NC | 1 | $51,408 |
| All Points Logistics, LLC | FL | 1 | $50,544 |
| Robert D. Gilmore & Associates, Inc. | PA | 1 | $50,000 |
State footprint
Plans reporting Lpl Financial Corporation are sponsored in CA (16), NY (8), NJ (7), FL (7), PA (6), TX (5), GA (4), MI (3), NC (3), IL (3), LA (3), CO (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| My Hr Pros | My Hr Pros 401(K) Plan | 2023 | $220,164 | not reported in the loaded dataset |
| Empower Hr, LLC | Empower Hr Retirement Savings Plan | 2023 | $186,515 | not reported in the loaded dataset |
| Oracle Financial Services Software, Inc. | Oracle Financial Services Software Inc. 401(K) Profit Sharing Plan | 2023 | $86,375 | not reported in the loaded dataset |
| Inovio Pharmaceuticals, Inc. | Inovio Pharmaceuticals, Inc. 401(K) Plan | 2023 | $69,108 | not reported in the loaded dataset |
| Fremont-Wright, LLC | Fremont-Wright, LLC Retirement Readiness 401(K) Plan | 2023 | $0 | $58,964 |
| Industrial Kiln & Dryer Group, Inc. | Midland Savings And Retirement Plan | 2023 | $58,108 | not reported in the loaded dataset |
| Strike Technologies LLC | Strike Technologies LLC 401(K) Plan | 2023 | $56,150 | not reported in the loaded dataset |
| Gaston Family Health Services, Inc. D.B.A. Kintegra Health | Retirement Plan For Employees Of Kintegra Health | 2023 | $51,408 | not reported in the loaded dataset |
| All Points Logistics, LLC | All Points Logistics 401k Plan | 2023 | $0 | $50,544 |
| Apple Health Care, Inc. | Apple Health Care, Inc. 401(K) Security Express | 2023 | $0 | $50,000 |
| Robert D. Gilmore & Associates, Inc. | Robert D. Gilmore & Associates, Inc. 401(K) Profit Sharing Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Brad Hall & Associates, Inc. | Brad Hall Companies 401(K) Plan | 2023 | $0 | $49,022 |
| Hannis T. Bourgeois, Llp | Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust | 2023 | $0 | $48,916 |
| Peoples Bank Of Mendenhall | Peoples Bank 401(K) Profit Sharing Plan | 2023 | $48,782 | not reported in the loaded dataset |
| Eastview, Inc Dba Crest Ford Flatrock, Inc. | Crest Automotive Group Employees' Profit Sharing 401(K) | 2023 | $48,263 | $0 |
| Onondaga Employee Leasing Services Inc | Employee Retirement Savings Plan | 2023 | $47,592 | $239 |
| Bolton Medical Inc. | Terumo Aortic Retirement Plan | 2023 | $0 | $47,283 |
| Glovis America, Inc. | Glovis America, Inc. 401(K) Plan | 2023 | $45,950 | not reported in the loaded dataset |
| Era Living, LLC | Era Living, LLC 401(K) Plan | 2023 | $0 | $45,594 |
| Wisconsin Vision, Inc. | Wisconsin Vision, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $45,286 |
| Vitality Home Care, Inc. | Trilogy 401(K) Plan | 2023 | $0 | $40,797 |
| Air Treatment Corporation | Air Treatment 401(K) Plan | 2023 | $39,968 | not reported in the loaded dataset |
| Kings Community Action Organization, Inc. | Kings Community Action Organization, Inc. 401(K) Retirement Plan | 2023 | $39,492 | $0 |
| Hoffman Transportation | Hoffman Transportation 401(K) Plan | 2023 | $0 | $38,334 |
| Kti Inc. | Kti Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $38,214 | not reported in the loaded dataset |
| Exceptional Persons, Inc. | Retirement Plan For Employees Of Exceptional Persons, Inc. | 2023 | $37,954 | not reported in the loaded dataset |
| Webpt, Inc. | Webpt, Inc. 401(K) Plan | 2023 | $37,887 | not reported in the loaded dataset |
| Devon Bank | Devon Bank Profit Sharing/401(K) Plan | 2023 | $0 | $36,665 |
| Syracuse Label Company, Inc. | Syracuse Label Company, Inc. Profit Sharing Plan | 2023 | $0 | $36,559 |
| Diligent Consulting, Inc. | Diligent Consulting, Inc. 401(K) Plan | 2023 | $0 | $35,422 |
| Global Data Consultants, LLC | Global Data Consultants, LLC 401k P/S Plan | 2023 | $33,941 | not reported in the loaded dataset |
| Teamwork Human Resources, Inc. | Teamwork Human Resources, Inc. Mep | 2023 | $33,890 | not reported in the loaded dataset |
| Mjc, Inc. | Cutter Automotive Galleries 401(K) Retirement Savings Plan | 2023 | $33,731 | not reported in the loaded dataset |
| Lns America, Inc. | Lns North America 401(K) Plan | 2023 | $0 | $33,558 |
| Leemah Electronics, Inc. | Leemah Electronics Profit Sharing 401(K) Plan | 2023 | $32,724 | not reported in the loaded dataset |
| Ascension Property Services, LLC | Ascension Property Services, LLC Retirement Readiness 401(K) Plan | 2023 | $0 | $32,710 |
| Vaden Holding, Inc. | Vaden Holding, Inc. 401(K) Profit Sharing Plan | 2023 | $31,692 | not reported in the loaded dataset |
| Branch Financial, Inc. | Branch Financial 401(K) Plan | 2023 | $0 | $29,823 |
| Highlight Technologies Inc | Highlight Technologies Inc 401(K) Plan | 2023 | $0 | $29,727 |
| Jottan, Inc. | Jottan, Inc. Retirement Savings Plan | 2023 | $29,346 | not reported in the loaded dataset |
| Dill Air Products LLC | Dill Air Controls Products LLC 401k Profit Sharing Plan And Trust | 2023 | $0 | $29,317 |
| The Vista School | Vista School 401(K) P/S Plan | 2023 | $0 | $28,372 |
| Centric Construction, Inc. | Centric 401(K) Plan | 2023 | $28,252 | not reported in the loaded dataset |
| Judy Construction Company | Judy Construction Company Profit Sharing Plan | 2023 | $0 | $27,626 |
| Lge Community Credit Union | Lge Community Credit Union 401(K) Plan And Trust | 2023 | $27,230 | not reported in the loaded dataset |
| Sila Solutions Group | Sila Solutions Group 401(K) Profit Sharing Plan | 2023 | $5,228 | $21,165 |
| Sole Technology, Inc. | Sole Technology, Inc. 401(K) Profit Sharing Plan | 2023 | $25,758 | $0 |
| Incom, Inc. | Incom, Inc. Profit Sharing & Retirement Savings Plan | 2023 | $0 | $25,508 |
| Health Management Services | Health Management Services Pension Plan | 2023 | $0 | $25,004 |
| Essa Bank & Trust | Essa Bank & Trust 401(K) Plan | 2023 | $25,000 | not reported in the loaded dataset |
Related Form 5500 pages
- My Hr Pros 401(K) Plan (plan 333)
- My Hr Pros — all reported plans
- Empower Hr Retirement Savings Plan (plan 333)
- Empower Hr, LLC — all reported plans
- Oracle Financial Services Software Inc. 401(K) Profit Sharing Plan (plan 001)
- Oracle Financial Services Software, Inc. — all reported plans
- Inovio Pharmaceuticals, Inc. 401(K) Plan (plan 001)
- Inovio Pharmaceuticals, Inc. — all reported plans
- Fremont-Wright, LLC Retirement Readiness 401(K) Plan (plan 001)
- Fremont-Wright, LLC — all reported plans
- Midland Savings And Retirement Plan (plan 002)
- Industrial Kiln & Dryer Group, Inc. — all reported plans
- Strike Technologies LLC 401(K) Plan (plan 002)
- Strike Technologies LLC — all reported plans
- Retirement Plan For Employees Of Kintegra Health (plan 002)
- Gaston Family Health Services, Inc. D.B.A. Kintegra Health — all reported plans
- All Points Logistics 401k Plan (plan 001)
- All Points Logistics, LLC — all reported plans
- Apple Health Care, Inc. 401(K) Security Express (plan 001)
- Apple Health Care, Inc. — all reported plans
- Robert D. Gilmore & Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Robert D. Gilmore & Associates, Inc. — all reported plans
- Brad Hall Companies 401(K) Plan (plan 001)
- Brad Hall & Associates, Inc. — all reported plans
- Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust (plan 001)
- Hannis T. Bourgeois, Llp — all reported plans
- Peoples Bank 401(K) Profit Sharing Plan (plan 002)
- Peoples Bank Of Mendenhall — all reported plans
- Crest Automotive Group Employees' Profit Sharing 401(K) (plan 001)
- Eastview, Inc Dba Crest Ford Flatrock, Inc. — all reported plans
- Employee Retirement Savings Plan (plan 001)
- Onondaga Employee Leasing Services Inc — all reported plans
- Terumo Aortic Retirement Plan (plan 001)
- Bolton Medical Inc. — all reported plans
- Glovis America, Inc. 401(K) Plan (plan 001)
- Glovis America, Inc. — all reported plans
- Era Living, LLC 401(K) Plan (plan 001)
- Era Living, LLC — all reported plans
- Wisconsin Vision, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wisconsin Vision, Inc. — all reported plans
- Trilogy 401(K) Plan (plan 001)
- Vitality Home Care, Inc. — all reported plans
- Air Treatment 401(K) Plan (plan 001)
- Air Treatment Corporation — all reported plans
- Kings Community Action Organization, Inc. 401(K) Retirement Plan (plan 001)
- Kings Community Action Organization, Inc. — all reported plans
- Hoffman Transportation 401(K) Plan (plan 001)
- Hoffman Transportation — all reported plans
- Kti Inc. 401(K) Profit Sharing Plan And Trust (plan 004)
- Kti Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources