LPL FINANCIAL-RPCP
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
4
Active participants
1,612
Total plan assets
$139.2M
Filings (rows)
4
Direct comp
$136K
Indirect comp
$0
SERVICES PROVIDED
Other2
Advisor / Consultant2
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SERVISFIRST BANK SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST | BIRMINGHAM, AL | Other NONE | 631 | $71.0M | $61K |
| PTC ALLIANCE LLC PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN | WEXFORD, PA | Advisor / Consultant INVESTMENT ADVISORY | 594 | $34.1M | $12K |
| GRAPPONE MGMT. CO., INC. GRAPPONE COMPANIES 401(K) PLAN AND TRUST | CONCORD, NH | Other NONE | 307 | $26.3M | $43K |
| FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI | COLUMBUS, OH | Advisor / Consultant ADVISOR | 80 | $7.7M | $20K |