Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › Kestra Financial
Kestra Financial
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $318,605
Assets of those plans
$805,558,467
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$318,605
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 50 | Direct payment from the plan | 5 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hensel Phelps Salary Retirement Plan | Hensel Phelps Construction | $645,604,523 | 3,646 | $26,922 |
| UBG 401(k) - Agstate SH Match | Agstate | $31,020,209 | 395 | $73,324 |
| Dubois & King, Inc. Profit Sharing 401(k) Plan | Dubois & King | $25,621,197 | 192 | $28,285 |
| Grubb Management, LLC 401(k) PS Plan | Grubb Management | $21,936,976 | 316 | $50,199 |
| NMP Engineering Consultants, Inc. 401(k) Retirement Plan | NMP Engineering Consultants | $19,424,468 | 151 | $41,973 |
| Mallard Creek Polymers LLC EES Savings Plan | Mallard Creek Polymers | $16,013,322 | 147 | $30,258 |
| Central Valley Employees 401(k) Plan | Central Valley Builders Supply | $13,134,626 | 348 | $9,911 |
| Third Way 401(k) Plan | Third Way | $12,900,948 | 136 | $23,666 |
| Brightkey 401(k) Retirement Plan | Brightkey | $10,675,108 | 489 | $15,983 |
| IC Security Printers, Inc. Employees' 401(k) | IC Security Printers | $9,227,090 | 152 | $18,084 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.