Plan Snapshot
- Plan Sponsor: Lpl Financial, LLC
- Sponsor EIN: 952834236
- Sponsor Address: 4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 921213091
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 9,535
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 9,535 | $0 | $0 | $0 |
| 2024 | 9,096 | $0 | $0 | $0 |
| 2023 | 8,215 | $0 | $0 | $0 |
| 2022 | 6,735 | $0 | $0 | $0 |
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