Plans listing this provider
727
1.29% of the 56,420 plans with Schedule H financials; 727 in 2023
Providers › LPL Financial LLC
LPL Financial LLC
- Service provider, as named on Schedule C
- EIN 043046611
- Plan year 2024
- Direct compensation reported $19,650,321
Assets of those plans
$64,147,619,175
0.82% of all Schedule H plan assets
Plans where it is the recordkeeper
54
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$117.21
across 52 plans that pay it 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) | 428 |
| 99 | Other fees | 150 |
| 50 | Direct payment from the plan | 147 |
| 26 | Investment advisory (participants) | 144 |
| 15 | Recordkeeping and information management | 53 |
| 49 | Other services | 53 |
| 21 | Trustee (bank, trust company or similar) | 52 |
| 64 | Recordkeeping fees | 52 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $26,263 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $11,017 |
| Chs/community Health Systems, Inc. Retirement Savings Plan | CHS/Community Health Systems | $4,778,242,011 | 80,965 | $187,266 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $9,340 |
| TCS 401(k) Plan | Tata America International | $2,358,627,661 | 34,300 | $389,997 |
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $60,385 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $33,642 |
| Barnes & Thornburg LLP Profit Sharing Plan | Barnes & Thornburg | $753,523,297 | 1,754 | $12,758 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $45,654 |
| Buildwise | Plan Professionals | $650,180,984 | 11,503 | $13,124 |
| Siteone Savings and Investment Plan | SiteOne Landscape Supply | $519,128,570 | 8,515 | $70,000 |
| Solaris 401(k) Plan | Solaris Health Holdings | $464,711,630 | 4,412 | $122,500 |
| Promega Salary Deferral Profit Sharing Plan | Promega | $418,429,965 | 1,875 | $24,000 |
| Hoffman Hoffman Inc Employee Stock Ownership Plan | Hoffman & Hoffman | $406,197,121 | 1,216 | $55,000 |
| Firstcash 401(k) Profit Sharing Plan | Firstcash Holdings | $212,161,080 | 6,965 | $132,711 |
| Taylor Made Employees Savings Retirement Program | Taylor Made Golf | $206,316,455 | 1,241 | $11,351 |
| Omya Industries Inc. 401(k) Savings Plan | Omya Industries | $195,398,660 | 848 | $60,000 |
| REI Systems, Inc. 401(k) Plan | REI Systems | $185,492,516 | 1,159 | $31,250 |
| Verifone, Inc. 401(k) Retirement Savings & Investment Plan | Verifone | $178,201,655 | 1,241 | $50,000 |
| Talos Energy 401(k) Plan | Talos Energy Operating | $172,189,954 | 913 | $60,000 |
| Tricorbraun 401(k) Plan | Tricorbraun | $165,247,907 | 1,244 | $50,000 |
| Sofha Management Services, Inc. 401(k) Retirement Plan | Sofha Management Services | $157,215,546 | 1,302 | $132,718 |
| Suntec Concrete, Inc. 401(k) Profit Sharing Plan | Suntec Concrete | $156,041,775 | 1,828 | $64,965 |
| Hornbeck Offshore Services, Inc. 401(k) Plan | Hercules Sub | $150,408,805 | 1,537 | $50,833 |
| Chs/community Health Systems, Inc. Standard 401(k) Plan | CHS/Community Health Systems | $127,506,856 | 1,777 | $5,884 |
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.