Plans listing this provider
129
0.23% of the 56,420 plans with Schedule H financials; 151 in 2023
Providers › Kestra Advisory Services LLC
Kestra Advisory Services LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $4,266,071
Assets of those plans
$6,534,338,205
0.08% 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
$4,266,071
98% 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) | 123 |
| 50 | Direct payment from the plan | 13 |
| 99 | Other fees | 4 |
| 51 | Investment management fees paid directly by plan | 3 |
| 26 | Investment advisory (participants) | 2 |
| 49 | Other services | 2 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| D.R. Horton, Inc. Profit Sharing Plus Plan | Horton D R | $1,415,800,153 | 15,782 | $79,986 |
| Hensel Phelps Salary Retirement Plan | Hensel Phelps Construction | $645,604,523 | 3,646 | $53,844 |
| Presidio LLC 401(k) Plan | Presidio | $468,779,598 | 3,156 | $65,000 |
| Sunrise Senior Living 401(k) Plan | Sunrise Senior Living | $360,105,590 | 23,402 | $44,000 |
| Revere Health 401(k) Profit Sharing Plan | Revere Health | $254,776,511 | 2,763 | $71,500 |
| The 401(k) Plan | Pentegra Services | $192,114,031 | 9,306 | $3,666 |
| Rivkin Radler LLP 401(k) Savings & Profit Sharing Plan | Rivkin Radler | $185,223,462 | 568 | $18,835 |
| Open PEP 2 | Plan Professionals | $144,799,461 | 2,254 | $6,358 |
| Livingston International, Inc. 401(k) Retirement Savings Plan | Livingston International | $106,232,309 | 1,423 | $69,753 |
| Gables Residential Services, Inc. 401(k) Plan | Gables Residential Services | $103,882,356 | 1,109 | $80,000 |
| Campbell Companies 401(k) Profit Sharing Plan and Trust | Campbell Companies | $92,976,630 | 702 | $59,275 |
| The Ashgrove Holdings 401(k) Plan | Ashgrove Holdings | $89,758,085 | 1,405 | $50,000 |
| Fabcon Companies, LLC. Profit Sharing and 401(k) Plan | Fabcon Companies | $83,693,868 | 1,281 | $44,559 |
| Federal Realty Investment Trust Savings and Retirement 401(k) Plan | Federal Realty OP | $76,907,781 | 402 | $60,000 |
| Phalcon, Ltd. 401(k) Plan | Phalcon | $73,485,929 | 397 | $68,751 |
| Access CIG, LLC 401(k) Profit Sharing Plan | Access CIG | $66,610,735 | 1,489 | $54,991 |
| Pioneer Title Agency, Inc. 401(k) Plan | Pioneer Title Agency | $64,528,094 | 843 | $67,207 |
| Motion Picture Association, Inc. Employees' 401(k) Plan | Motion Picture Association | $63,705,496 | 276 | $40,000 |
| The Electro Switch Corp. 401(k) Profit Sharing Plan | Electro Switch | $63,269,358 | 470 | $24,000 |
| Kreischer Miller Capital Accumulation Plan | Kreischer Miller | $59,188,569 | 364 | $36,017 |
| Midwest Vision Partners 401(k) Plan | Midwest Vision Partners Management Holdings | $57,768,897 | 1,123 | $77,949 |
| Campbell Companies Bargaining Unit 401(k) Plan | Campbell Companies | $56,628,289 | 890 | $29,725 |
| Hanley Wood, DBA Zonda 401(k) Plan | Hanley Wood DBA Zonda | $56,129,047 | 703 | $55,116 |
| The Ruskin Moscou Faltischek, P.C. 401(k) Retirement Plan | Ruskin Moscou Faltischek | $53,915,810 | 148 | $36,861 |
| Shapiro & Duncan, Inc. Employee 401(k) Plan | Shapiro & Duncan | $53,786,443 | 420 | $28,940 |
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.