Plans listing this provider
363
0.64% of the 56,420 plans with Schedule H financials; 378 in 2023
Providers › LPL Financial
LPL Financial
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $9,306,317
Assets of those plans
$12,093,497,321
0.16% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$9,306,317
73% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 260 |
| 55 | Other commissions | 60 |
| 50 | Direct payment from the plan | 32 |
| 99 | Other fees | 18 |
| 49 | Other services | 17 |
| 26 | Investment advisory (participants) | 16 |
| 28 | Investment management | 11 |
| 51 | Investment management fees paid directly by plan | 9 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Comfort Systems USA, Inc. 401(k) Plan | Comfort Systems USA | $1,121,363,632 | 20,272 | $18,000 |
| Endeavor 401(k) Plan | Endeavor Parent | $637,994,847 | 5,916 | $75,000 |
| Thompson Coburn LLP 401(k) Profit Sharing Plan | Thompson Coburn | $484,264,927 | 1,050 | $23,693 |
| The Iowa Clinic 401(k) Profit Sharing Plan | Iowa Clinic | $328,901,653 | 1,794 | $13,629 |
| Select Rehabilitation, LLC 401(k) Plan and Trust | Select Rehabilitation | $278,952,095 | 6,421 | $74,978 |
| Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust | Toledo Clinic | $261,045,142 | 1,674 | $22,336 |
| National Account Service Company 401(k) Savings Plan | National Account Service | $212,046,339 | 603 | $122,564 |
| Providence Administrative Consulting Services Inc 401(k) Profit Sharing Plan and Trust | Providence Administrative Consulting Services | $198,713,805 | 5,727 | $119,230 |
| MB2 Dental Solutions 401(k) Plan | MB2 Dental Solutions | $169,588,155 | 7,027 | $49,988 |
| BGE, Inc. 401(k) Plan | BGE | $165,922,015 | 1,328 | $6,905 |
| Saddle Creek Corporation Retirement Savings Plan | Saddle Creek Corporation DBA Saddle Creek Logistics | $155,538,356 | 5,800 | $12,364 |
| J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan | J.J. Taylor Companies | $132,361,655 | 1,434 | $4,417 |
| Skogen's Foodliner and Associates Retirement Savings Plan | Skogen's Foodliner | $131,245,428 | 5,105 | $56,250 |
| Husco International, Inc. Savings Plan | Husco International | $128,108,546 | 997 | $60,000 |
| BDP International, Inc. 401k and Profit Sharing | BDP International | $125,945,484 | 1,572 | $69,900 |
| Takasago International Corp. (USA) 401(k) Plan | Takasago International Corp. (USA) | $119,078,886 | 728 | $132,569 |
| Applied Technical Services, 401(k) Plan | Applied Technical Services | $113,613,458 | 2,154 | $114,435 |
| Robertet USA 401(k) Plan | Robertet | $111,946,826 | 517 | $52,500 |
| Bray International, Inc. 401(k) Profit Sharing Plan & Trust | Bray International | $109,682,729 | 1,017 | $84,794 |
| Morrow Meadows Corporation 401(k) Plan | Morrow Meadows | $99,381,705 | 423 | $89,760 |
| Bond Clinic, P.A. Profit Sharing Plan | Bond & Steele Clinic | $89,601,900 | 528 | $0 |
| Arotech 401(k) Plan | Arotech | $88,996,041 | 726 | $40,693 |
| Golden State Lumber, Inc. 401(k) Plan | Golden State Lumber | $87,370,618 | 715 | $58,900 |
| Quantix SCS 401(k) Plan | Quantix SCS | $85,188,322 | 3,217 | $60,000 |
| Suit-kote Corporation Employees' Retirement Plan | Suit-kote | $83,688,150 | 929 | $148,232 |
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.