LPL FINANCIAL-
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
16
Active participants
17,877
Total plan assets
$1.3B
Filings (rows)
16
Direct comp
$858K
Indirect comp
$10K
Aggregating 6 name variants under "LPL FINANCIAL-"
SERVICES PROVIDED
Other8
Advisor / Consultant5
TPA / Administrator3
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE, FL | Other NONE | 5,644 | $464.7M | $123K |
| SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE, FL | Other NONE | 5,247 | $371.4M | $143K |
| SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE, FL | Other NONE | 2,145 | $180.1M | $205K |
| SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM, AL | Other NONE | 631 | $71.0M | $61K |
| PRECIPART CORPORATION PRECIPART 401(K) PROFIT SHARING PLAN | FARMINGDALE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 238 | $35.2M | $40K |
| PTC ALLIANCE LLC PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN | WEXFORD, PA | Advisor / Consultant INVESTMENT ADVISORY | 594 | $34.1M | $12K |
| PRECIPART CORPORATION PRECIPART 401(K) PROFIT SHARING PLAN | FARMINGDALE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 231 | $31.9M | $40K |
| PRECIPART CORPORATION PRECIPART 401(K) PROFIT SHARING PLAN | FARMINGDALE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 237 | $31.1M | $30K |
| GRAPPONE MGMT. CO., INC. GRAPPONE COMPANIES 401(K) PLAN AND TRUST | CONCORD, NH | Other NONE | 307 | $26.3M | $43K |
| KATZ, NANNIS & SOLOMON, P.C. KATZ, NANNIS & SOLOMON, P.C. 401(K) PROFIT SHARING PLAN | WALTHAM, MA | Advisor / Consultant INVESTMENT ADVISOR | 68 | $17.0M | $29K |
| ARCHBOLD CONTAINER CORPORATION ARCHBOLD CONTAINER CORPORATION 401(K) PLAN | ARCHBOLD, OH | Other INVESTMENT PROFESSIONAL | 108 | $16.1M | $57K |
| BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES, IL | Other NONE | 203 | $9.1M | $20K |
| FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI | COLUMBUS, OH | Advisor / Consultant ADVISOR | 80 | $7.7M | $20K |
| BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES, IL | Other NONE | 220 | $7.6M | $10K |
| RIGHT CHOICE IN-HOME CARE INC RIGHT CHOICE IN-HOME CARE INC 401(K) PROFIT SHARING PLAN & TRUST | CANOGA PARK, CA | Advisor / Consultant ADVISOR | 872 | $3.2M | $13K |
| RIGHT CHOICE IN-HOME CARE INC RIGHT CHOICE IN-HOME CARE INC 401(K) PROFIT SHARING PLAN & TRUST | CANOGA PARK, CA | Advisor / Consultant ADVISOR | 1,052 | $3.1M | $12K |