James Richardson LPL Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,207

Total plan assets

$27.5M

Filings (rows)

Direct comp

Indirect comp

$47K

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Summers-Taylor, Inc. Summers-Taylor, Inc. 401(k) Retirement Plan · all filings	JOHNSON CITY, TN	Other service providers	636	$14.1M	$0	$26K
Summers-Taylor, Inc. Summers-Taylor, Inc. 401(k) Retirement Plan · all filings	JOHNSON CITY, TN	Other service providers	571	$13.4M	$0	$20K