LPL - Compass Financial Services

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

263

Total plan assets

$66.0M

Filings (rows)

Direct comp

$60K

Indirect comp

SERVICES PROVIDED

Other service providers2

Prospecting the plans that use LPL - Compass Financial Services?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cotton Incorporated Tax Deferred Investment Program for Employees of Cotton Incorporated · all filings	CARY, NC	Other service providers	134	$36.4M	$20K	$0
Cotton Incorporated Tax Deferred Investment Program for Employees of Cotton Incorporated · all filings	CARY, NC	Other service providers	129	$29.7M	$40K	$0