Form 5500 Search

LPL FINANCIAL CORPORATE 3 38

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
936
Total plan assets
$12.7M
Filings (rows)
1
Direct comp
$15K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SHORKEY GROUP MANAGEMENT, LLC
JIM SHORKEY FAMILY AUTO GROUP 401(K) PLAN
IRWIN, PA
Advisor / Consultant
INVESTMENT ADVISOR
936$12.7M$15K
LPL FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search