How many employer clients does Craig Mcdonald, Lpl Financial LLC have?

Craig Mcdonald, Lpl Financial LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Craig Mcdonald, Lpl Financial LLC's largest employer clients?

By plan participants, the largest include Palmetto Goodwill (947 participants).

How much does Craig Mcdonald, Lpl Financial LLC earn in commissions?

Insurers reported $5,334 in broker commissions paid to Craig Mcdonald, Lpl Financial LLC for plan year 2025, per Schedule A Part 1.

Where is Craig Mcdonald, Lpl Financial LLC located?

Craig Mcdonald, Lpl Financial LLC is based in Charleston, SC.

Benefits Intelligence/Broker Directory/South Carolina

Craig Mcdonald, Lpl Financial LLC

Charleston, SC

Craig Mcdonald, Lpl Financial LLC of Charleston, SC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $5,334 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$5,334

plan year 2025

Quick answer

Craig Mcdonald, Lpl Financial LLC (Charleston, SC) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Craig Mcdonald, Lpl Financial LLC have?: Craig Mcdonald, Lpl Financial LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Craig Mcdonald, Lpl Financial LLC's largest employer clients?: By plan participants, the largest include Palmetto Goodwill (947 participants).
How much does Craig Mcdonald, Lpl Financial LLC earn in commissions?: Insurers reported $5,334 in broker commissions paid to Craig Mcdonald, Lpl Financial LLC for plan year 2025, per Schedule A Part 1.
Where is Craig Mcdonald, Lpl Financial LLC located?: Craig Mcdonald, Lpl Financial LLC is based in Charleston, SC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Craig Mcdonald, Lpl Financial LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Palmetto Goodwill	SC	947	2025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.