Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 31 in 2023
Providers › Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
- Service provider, as named on Schedule C
- EIN 471566880
- Plan year 2024
- Direct compensation reported $870,895
Assets of those plans
$1,236,132,993
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$870,895
88% 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) | 15 |
| 26 | Investment advisory (participants) | 6 |
| 70 | Consulting fees | 6 |
| 50 | Direct payment from the plan | 5 |
| 16 | Consulting (general) | 4 |
| 28 | Investment management | 4 |
| 51 | Investment management fees paid directly by plan | 3 |
| 99 | Other fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jones Walker LLP Profit Sharing Retirement Plan | Jones Walker | $474,310,609 | 754 | $66,212 |
| Arnot Health Employee Retirement Plan | Arnot Ogden Medical Center | $151,741,222 | 3,049 | $153,335 |
| Touchpoint, Inc. Employees' 401(k) Plan | Touchpoint | $149,789,261 | 1,107 | $37,500 |
| North Bend Medical Center 401(k) Plan | North Bend Medical Center | $74,416,568 | 496 | $75,000 |
| Patterson & Sheridan, LLP Profit Sharing 401(k) Plan | Patterson & Sheridan | $53,707,672 | 232 | $41,366 |
| IPS Corporation 401(k) Plan | IPS | $44,804,113 | 814 | $53,670 |
| The Imperial Capital, LLC 401(k) Plan | Imperial Capital | $44,788,788 | 161 | $75,549 |
| Donor Alliance, Inc. 401(k) Plan and Trust | Donor Alliance | $33,960,239 | 319 | $0 |
| Pediatric Specialists of Virginia 401(k) Plan | Pediatric Specialists of Virginia | $31,329,933 | 452 | $70,418 |
| Hyde Park Partners Retirement Savings Plan & Trust | Hyde Park Partners | $27,551,720 | 180 | $20,000 |
| Reedman-toll 401(k) Plan | Reedman-toll | $20,183,105 | 518 | $0 |
| Akin 401(k) Plan | Children's Home Society of Washington DBA Akin | $18,222,023 | 603 | $36,816 |
| Medical Home Alliance 401(k) Plan | Medical Home Alliance | $15,851,131 | 317 | $31,677 |
| Pierre Fabre USA 401(k) Savings and Retirement Plan | Pierre Fabre USA | $15,183,439 | 186 | $36,150 |
| Outpost Natural Foods Cooperative 401(k) Plan and Trust | Outpost Natural Foods Cooperative | $13,700,952 | 253 | $12,012 |
| Falconi Dealerships 401(k) Plan | Civic Automobiles Group | $12,970,710 | 139 | $18,000 |
| Heating & Plumbing Engineers, Inc. 401(k) Plan | Heating & Plumbing Engineers | $7,700,964 | 141 | $7,816 |
| Steel GRIP, Inc. Employees' Profit Sharing and Savings Plan | Steel GRIP | $7,330,241 | 110 | $13,800 |
| Govstrive 401(k) Planrecordkeeper | Govstrive | $7,134,363 | 167 | $32,566 |
| Omega Electric Construction Company, Inc. 401(k) Profit Sharing Plan | Omega Electric Construction | $6,943,672 | 118 | $21,510 |
| Frontline Dental Implant Specialists 401(k) Plan | Frontline Dental Implant Specistists | $6,100,796 | 531 | $20,034 |
| Retail Merchandising Services, Inc. 401(k) Plan | Retail Merchandising Services | $5,857,291 | 428 | $0 |
| Conditioned Air Company of Naples, LLC 401(k) Plan | Conditioned Air Company of Naples | $4,948,622 | 126 | $13,472 |
| Rloom Design Corp 401(k) Plan | Rloom Design | $4,843,063 | 129 | $27,741 |
| Nation's Finest Retirement Plan | Nations Finest | $2,762,496 | 305 | $6,251 |
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.