Lpl Financial Retirement Partners — 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 Retirement Partners is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $302,971 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $302,971
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $302,971
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Freedom Mortgage Corporation | NJ | 1 | $166,598 |
| Kuakini Health System | HI | 1 | $51,700 |
| Framestore Inc. | NY | 1 | $25,801 |
| Efpr Group Llp | NY | 1 | $25,000 |
| The Cleveland Clinic Foundation | OH | 1 | $17,365 |
| The Cleveland Clinic Foundation | OH | 1 | $8,780 |
| Divert, Inc. | MA | 1 | $7,727 |
State footprint
Plans reporting Lpl Financial Retirement Partners are sponsored in NY (2), OH (2), HI (1), MA (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Freedom Mortgage Corporation | Freedom Mortgage 401k Plan | 2023 | $166,598 | not reported in the loaded dataset |
| Kuakini Health System | Kuakini Health System 403(B) Matching Tax-Sheltered Annuity Plan | 2023 | $51,700 | not reported in the loaded dataset |
| Framestore Inc. | Framestore Inc. 401(K) Plan | 2023 | $25,801 | not reported in the loaded dataset |
| Efpr Group Llp | Efpr Group Llp 401(K) Profit Sharing Plan | 2023 | $25,000 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $17,365 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | The Cleveland Clinic Foundation Dc Plans Master Trust | 2023 | $8,780 | not reported in the loaded dataset |
| Divert, Inc. | Divert, Inc. 401(K) Plan For Exempt Employees | 2023 | $7,727 | not reported in the loaded dataset |
Related Form 5500 pages
- Freedom Mortgage 401k Plan (plan 001)
- Freedom Mortgage Corporation — all reported plans
- Kuakini Health System 403(B) Matching Tax-Sheltered Annuity Plan (plan 002)
- Kuakini Health System — all reported plans
- Framestore Inc. 401(K) Plan (plan 001)
- Framestore Inc. — all reported plans
- Efpr Group Llp 401(K) Profit Sharing Plan (plan 001)
- Efpr Group Llp — all reported plans
- Cleveland Clinic Savings And Investment Plan (plan 002)
- The Cleveland Clinic Foundation — all reported plans
- The Cleveland Clinic Foundation Dc Plans Master Trust (plan 012)
- The Cleveland Clinic Foundation — all reported plans
- Divert, Inc. 401(K) Plan For Exempt Employees (plan 001)
- Divert, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources