Shehab Hamad signed LPL Financial LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LPL Financial LLC's EIN is 95-2834236.
Download the official 2024 Form 5500 (PDF) for LPL Financial LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LPL Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $623K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCERWISE 2065 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $411.0M | 43.7% | |
| STATE STREET SANDP 500 INDEX K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $129.1M | 13.7% | |
| MERCERWISE 2040 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $116.1M | 12.4% | |
| MERCERWISE 2045 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $101.6M | 10.8% | |
| MERCERWISE 2035 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $82.7M | 8.8% | |
| MERCERWISE 2050 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $74.3M | 7.9% | |
| Harbor Capital Appreciation Fund Mutual Fund | Other securities | — | — | $63.4M | 6.7% | |
| MERCERWISE 2030 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $59.0M | 6.3% | |
| MERCERWISE 2060 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3248516 / PN 025 | Common Collective Trust | — | — | $45.2M | 4.8% | |
| MERCERWISE 2055 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $41.9M | 4.5% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $34.7M | 3.7% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $29.9M | 3.2% | |
| Dodge & Cox Stock X Mutual Fund | Mutual Funds | — | — | $27.6M | 2.9% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $20.7M | 2.2% | |
| MERCERWISE 2025 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $20.6M | 2.2% | |
| to 9.50%, maturity dates vary - 0 - | Bonds / Notes | — | — | $13.1M | 1.4% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $12.5M | 1.3% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $11.7M | 1.2% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $11.2M | 1.2% | |
| LPL Target 2065 Portfolio Fund of Funds | Other securities | — | — | $11.0M | 1.2% | |
| Empower SDB Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $10.2M | 1.1% | |
| MERCERWISE TARGET DATE INCOME MERCER TRUST COMPANY LLC · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $10.0M | 1.1% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $5.4M | 0.6% | |
| SSGA REAL ASSET NON LENDING FUND CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $4.2M | 0.4% | |
| Empower SDB Roth Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.7M | 0.2% | |
| MERCERWISE 2020 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $1.1M | 0.1% | |
| MERCERWISE 2015 TARGET RETIREMENT D MERCER TRUST COMPANY LLC · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $813K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER (US) INC MERCER INVESTMENTS |
| — |
| CHICAGO, IL |
| INVESTMENT ADVISOR |
| $406K |
| — |
| MERCER (US) INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE | $2K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE | $800 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAVINE LOFGREN MORRIS & ENGELBERG L | — | LA JOLLA, CA | AUDITOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
