Linsco/Private Ledger Corp
San Diego, CA
Linsco/Private Ledger Corp of San Diego, CA is the broker of record on 23 Form 5500 Schedule A filings covering 13 employer benefit plans across 12 states, with $183,231 in reported broker commissions (plan year 2025).
Quick answer
Linsco/Private Ledger Corp (San Diego, CA) is the broker of record for 13 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Linsco/Private Ledger Corp have?
- Linsco/Private Ledger Corp is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 12 states.
- Who are Linsco/Private Ledger Corp's largest employer clients?
- By plan participants, the largest include Ocean Properties Ltd. (4,504 participants), The Federal Savings Bank (1,104 participants) and Knightvest Management, L.L.C. (578 participants).
- How much does Linsco/Private Ledger Corp earn in commissions?
- Insurers reported $183,231 in broker commissions paid to Linsco/Private Ledger Corp for plan year 2025, per Schedule A Part 1.
- Where is Linsco/Private Ledger Corp located?
- Linsco/Private Ledger Corp is based in San Diego, CA and has employer clients in 12 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Linsco/Private Ledger Corp 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 |
|---|---|---|---|
| Ocean Properties Ltd. | NH | 4,504 | 2025-12-31 |
| The Federal Savings Bank | IL | 1,104 | 2024-12-31 |
| Knightvest Management, L.L.C. | TX | 578 | 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.