Lpl Financial LLC — 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 LLC is reported as a service provider on 533 loaded Form 5500 filing(s) across 524 plan sponsor(s) and 531 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,361,920 and reported indirect compensation totals $6,199,691.
Reported compensation summary
- Reported direct compensation
- $10,361,920
- Reported indirect compensation
- $6,199,691
- Total reported compensation
- $16,561,611
- Filings
- 533
- Plan sponsors
- 524
- Plans
- 531
- 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 |
|---|---|---|---|
| Bragg Investment Company, Inc. | CA | 1 | $197,885 |
| Glacier Bancorp, Inc. | MT | 1 | $159,694 |
| Magellan Usa | OH | 1 | $151,183 |
| Femco, Inc. D.B.A. The Finger Companies | TX | 1 | $147,841 |
| Unwin Company | OH | 1 | $141,341 |
| Rosauers Supermarkets, Inc. | WA | 1 | $137,245 |
| C.G. Bretting Manufacturing Company, Inc. | WI | 2 | $134,721 |
| Cim Group, L.P. | CA | 1 | $130,439 |
| Suit-Kote Corporation | NY | 1 | $130,300 |
| Derrick Corporation | NY | 1 | $128,241 |
State footprint
Plans reporting Lpl Financial LLC are sponsored in CA (62), TX (50), NY (38), OH (36), PA (30), MI (24), NC (23), IL (22), FL (20), MA (19), VA (17), NJ (16).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bragg Investment Company, Inc. | Bragg Investment Company, Inc. Employee Savings Plan | 2023 | $0 | $197,885 |
| Glacier Bancorp, Inc. | Glacier Bancorp, Inc. Profit Sharing And 401(K) Plan | 2023 | $159,694 | not reported in the loaded dataset |
| Magellan Usa | Magellan Usa Retirement Plan | 2023 | $151,183 | not reported in the loaded dataset |
| Femco, Inc. D.B.A. The Finger Companies | The Finger Companies 401(K) Plan | 2023 | $0 | $147,841 |
| Unwin Company | Unwin Company 401(K) Plan And Trust | 2023 | $0 | $141,341 |
| Rosauers Supermarkets, Inc. | Rosauers Supermarkets, Inc. Retirement Plan | 2023 | $137,245 | not reported in the loaded dataset |
| Cim Group, L.P. | Cim Group, L.P. 401k Plan | 2023 | $130,439 | not reported in the loaded dataset |
| Suit-Kote Corporation | Suit-Kote Corporation Employees' Retirement Plan | 2023 | $130,300 | not reported in the loaded dataset |
| Derrick Corporation | Derrick Corporation Profit Sharing Plan | 2023 | $128,241 | not reported in the loaded dataset |
| Endeavor Parent, LLC | Endeavor 401(K) Plan | 2023 | $125,000 | not reported in the loaded dataset |
| Mill-Max Mfg. Corp | Mill-Max Manufacturing Corporation Profit Sharing Plan | 2023 | $123,067 | $43 |
| Tomy International, Inc. | Tomy International, Inc. Retirement Savings Plan | 2023 | $117,738 | not reported in the loaded dataset |
| State Of Franklin Healthcare Associates, Pllc. | State Of Franklin Healthcare Associates, Pllc 401(K) Retirement Plan | 2023 | $116,224 | not reported in the loaded dataset |
| Zwanger & Pesiri Radiology Group | Zwanger & Pesiri Radiology Group 401(K) Plan | 2023 | $112,096 | not reported in the loaded dataset |
| Venture Construction Company | Venture Construction Company Profit Sharing Plan And Trust | 2023 | $0 | $109,111 |
| Shoe Show, Inc. | Shoe Show Retirement Savings Plan | 2023 | $0 | $108,935 |
| Archer & Greiner, P.C. | Archer & Greiner, P.C. Cash Or Deferred Profit Sharing Plan | 2023 | $108,237 | not reported in the loaded dataset |
| Lydig Construction, Inc. | Lydig Construction, Inc. 401(K) Plan | 2023 | $107,980 | not reported in the loaded dataset |
| Brewster Cheese Company | Brewster Cheese Company 401(K) Profit Sharing Plan | 2023 | $105,757 | not reported in the loaded dataset |
| S & S Sprinkler Company, LLC | S & S Sprinkler Company, LLC 401(K) Savings & Retirement Plan | 2023 | $104,912 | not reported in the loaded dataset |
| C.G. Bretting Manufacturing Company, Inc. | C.G. Bretting Manufacturing Company, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $99,304 |
| Penn United Technologies, Inc. | Penn United Technologies, Inc. 401(K) Plan | 2023 | $93,055 | not reported in the loaded dataset |
| Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. | Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. 401(K) Plan | 2023 | $0 | $92,652 |
| Cantor Colburn Llp | Cantor Colburn Llp 401(K) Profit Sharing Plan | 2023 | $89,890 | not reported in the loaded dataset |
| Morrow Meadows Corporation | Morrow Meadows Corporation 401(K) Plan | 2023 | $89,760 | not reported in the loaded dataset |
| Ranch And Home Supply, LLC | Ranch And Home Supply, LLC 401(K) Plan | 2023 | $88,638 | not reported in the loaded dataset |
| Molded Fiber Glass Companies | Molded Fiber Glass Companies Profit Sharing & 401(K) Plan | 2023 | $85,405 | not reported in the loaded dataset |
| Odyssey Systems Consulting Group | Odyssey Systems Consulting Group Ltd 401(K) Plan | 2023 | $0 | $79,406 |
| Verdesian Life Sciences, LLC | Verdesian Life Sciences 401(K) Profit Sharing Plan | 2023 | $79,033 | not reported in the loaded dataset |
| Cornerstone Bank | Cornerstone Bank 401k Plan | 2023 | $552 | $78,410 |
| Deem, LLC | Deem/Csc/Gbi 401(K) Plan | 2023 | $78,538 | not reported in the loaded dataset |
| Mid-City Supply Co., Inc. | Mid-City Supply Co., Inc. 401(K) Plan | 2023 | not reported in the loaded dataset | $76,904 |
| Bay Equity, LLC | Bay Equity 401(K) Plan | 2023 | $0 | $76,634 |
| Eastport Holdings, LLC | Eastport Holdings, LLC 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| North Bend Medical Center, Inc. | North Bend Medical Center 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Select Rehabilitation, LLC | Select Rehabilitation, LLC 401(K) Plan And Trust | 2023 | $74,942 | not reported in the loaded dataset |
| Mclanahan Corporation | Mclanahan Corporation Employee'S 401(K) Retirement Plan | 2023 | $74,241 | not reported in the loaded dataset |
| Shimano North America Holding, Inc. | Shimano North America 401(K) Profit Sharing Plan | 2023 | $73,649 | not reported in the loaded dataset |
| The Kolter Group LLC | The Kolter Group LLC 401(K) Plan | 2023 | $70,203 | not reported in the loaded dataset |
| Bank Of Springfield | Bank Of Springfield 401(K) Profit Sharing Plan | 2023 | $70,051 | not reported in the loaded dataset |
| Greenmark Equipment, LLC | Greenmark Equipment, LLC Retirement Plan | 2023 | $0 | $70,026 |
| Siteone Landscape Supply | Siteone Savings And Investment Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Bdp International, Inc. | Bdp International, Inc. 401k And Profit Sharing | 2023 | $69,900 | not reported in the loaded dataset |
| Pbk Architects, Inc. | Pbk Architects, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $69,887 | not reported in the loaded dataset |
| Jeff Wyler Automotive Family, Inc. | Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust | 2023 | $69,665 | not reported in the loaded dataset |
| Hotstart, Inc. | Hotstart, Inc. 401(K) And Profit Sharing Plan | 2023 | $0 | $69,630 |
| Tcsi - Transland, Inc. | Tcsi - Transland, Inc. 401(K) Plan | 2023 | $0 | $68,668 |
| Bray International, Inc. | Bray International, Inc. 401(K) P/S Plan | 2023 | $68,233 | not reported in the loaded dataset |
| Motorcar Parts Of America, Inc. | Motorcar Parts Of America, Inc. 401(K) Savings Plan | 2023 | $67,927 | not reported in the loaded dataset |
| Golden Pass Lng Terminal, LLC | Golden Pass Lng Terminal LLC 401k Plan | 2023 | $0 | $66,177 |
Related Form 5500 pages
- Bragg Investment Company, Inc. Employee Savings Plan (plan 001)
- Bragg Investment Company, Inc. — all reported plans
- Glacier Bancorp, Inc. Profit Sharing And 401(K) Plan (plan 002)
- Glacier Bancorp, Inc. — all reported plans
- Magellan Usa Retirement Plan (plan 001)
- Magellan Usa — all reported plans
- The Finger Companies 401(K) Plan (plan 001)
- Femco, Inc. D.B.A. The Finger Companies — all reported plans
- Unwin Company 401(K) Plan And Trust (plan 002)
- Unwin Company — all reported plans
- Rosauers Supermarkets, Inc. Retirement Plan (plan 003)
- Rosauers Supermarkets, Inc. — all reported plans
- Cim Group, L.P. 401k Plan (plan 001)
- Cim Group, L.P. — all reported plans
- Suit-Kote Corporation Employees' Retirement Plan (plan 003)
- Suit-Kote Corporation — all reported plans
- Derrick Corporation Profit Sharing Plan (plan 001)
- Derrick Corporation — all reported plans
- Endeavor 401(K) Plan (plan 001)
- Endeavor Parent, LLC — all reported plans
- Mill-Max Manufacturing Corporation Profit Sharing Plan (plan 001)
- Mill-Max Mfg. Corp — all reported plans
- Tomy International, Inc. Retirement Savings Plan (plan 001)
- Tomy International, Inc. — all reported plans
- State Of Franklin Healthcare Associates, Pllc 401(K) Retirement Plan (plan 001)
- State Of Franklin Healthcare Associates, Pllc. — all reported plans
- Zwanger & Pesiri Radiology Group 401(K) Plan (plan 001)
- Zwanger & Pesiri Radiology Group — all reported plans
- Venture Construction Company Profit Sharing Plan And Trust (plan 001)
- Venture Construction Company — all reported plans
- Shoe Show Retirement Savings Plan (plan 001)
- Shoe Show, Inc. — all reported plans
- Archer & Greiner, P.C. Cash Or Deferred Profit Sharing Plan (plan 001)
- Archer & Greiner, P.C. — all reported plans
- Lydig Construction, Inc. 401(K) Plan (plan 001)
- Lydig Construction, Inc. — all reported plans
- Brewster Cheese Company 401(K) Profit Sharing Plan (plan 001)
- Brewster Cheese Company — all reported plans
- S & S Sprinkler Company, LLC 401(K) Savings & Retirement Plan (plan 001)
- S & S Sprinkler Company, LLC — all reported plans
- C.G. Bretting Manufacturing Company, Inc. 401(K) Profit Sharing Plan (plan 003)
- C.G. Bretting Manufacturing Company, Inc. — all reported plans
- Penn United Technologies, Inc. 401(K) Plan (plan 002)
- Penn United Technologies, Inc. — all reported plans
- Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. 401(K) Plan (plan 001)
- Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. — all reported plans
- Cantor Colburn Llp 401(K) Profit Sharing Plan (plan 002)
- Cantor Colburn Llp — all reported plans
- Morrow Meadows Corporation 401(K) Plan (plan 003)
- Morrow Meadows Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources