LPL Financial SMS Core

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

1,196

Total plan assets

$17.4M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "LPL FINANCIAL SMS CORE"

View all 50 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Shorkey Group Management, LLC Jim Shorkey Family Auto Group 401(k) Plan · all filings	IRWIN, PA	Advisor / Consultant	940	$6.9M	$6K	$0
Central Vermont Home Health and Hospice, Inc. Central Vermont Home Health and Hospice Employee Retirement Plan · all filings	BARRE, VT	Advisor / Consultant	114	$5.6M	$5K	$0
Central Vermont Home Health and Hospice, Inc. Central Vermont Home Health and Hospice Employee Retirement Plan · all filings	BARRE, VT	Advisor / Consultant	142	$4.9M	$5K	$0