Form 5500 Search

LPL FINANCIAL ADVISOR

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
1
Active participants
3,958
Total plan assets
$11.5M
Filings (rows)
1
Direct comp
$44K
Indirect comp
$0

SERVICES PROVIDED

Other1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
EVERISE INC.
EVERISE RETIREMENT PLAN
PLANTATION, FL
Other
NONE
3,958$11.5M$44K
LPL FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search