LPL Financial Holdings

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

3,567

Total plan assets

$72.5M

Filings (rows)

Direct comp

$118K

Indirect comp

Showing only "LPL FINANCIAL HOLDINGS"

View all 50 variants aggregated →

LPL FINANCIAL3,564 LPL FINANCIAL RPCP412 LPL FINANCIAL - RPCP409 LPL FINANCIAL -RPCP74 LPL FINANCIAL - RP29 LPL FINANCIAL RETIREMENT PARTNERS11 LPL FINANCIAL SERVICES11

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use LPL Financial Holdings?

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 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Edfinancial Services, LLC Edfinancial Services, LLC 401(k) Plan · all filings	KNOXVILLE, TN	Advisor / Consultant	1,385	$29.4M	$47K	$0
Edfinancial Services, LLC Edfinancial Services, LLC 401(k) Plan · all filings	KNOXVILLE, TN	Advisor / Consultant	1,362	$23.8M	$35K	$0
Edfinancial Services, LLC Edfinancial Services, LLC 401(k) Plan · all filings	KNOXVILLE, TN	Advisor / Consultant	820	$19.3M	$35K	$0