Lpl Financial - Sms Service Provide — 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 - Sms Service Provide is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $78,679 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $78,679
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $78,679
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| National Bulk Equipment, Inc. | MI | 1 | $39,944 |
| Shorkey Group Management, LLC | PA | 1 | $30,067 |
| Chatmeter, Inc. | CA | 1 | $8,668 |
State footprint
Plans reporting Lpl Financial - Sms Service Provide are sponsored in CA (1), MI (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| National Bulk Equipment, Inc. | National Bulk Equipment, Inc. 401(K) Profit Sharing Plan | 2023 | $39,944 | not reported in the loaded dataset |
| Shorkey Group Management, LLC | Jim Shorkey Family Auto Group 401(K) Plan | 2023 | $30,067 | not reported in the loaded dataset |
| Chatmeter, Inc. | Chatmeter, Inc. 401(K) Profit Sharing Plan | 2023 | $8,668 | not reported in the loaded dataset |
Related Form 5500 pages
- National Bulk Equipment, Inc. 401(K) Profit Sharing Plan (plan 002)
- National Bulk Equipment, Inc. — all reported plans
- Jim Shorkey Family Auto Group 401(K) Plan (plan 001)
- Shorkey Group Management, LLC — all reported plans
- Chatmeter, Inc. 401(K) Profit Sharing Plan (plan 001)
- Chatmeter, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources