Plans listing this provider
109
0.19% of the 56,420 plans with Schedule H financials; 125 in 2023
Providers › Kestra Investment Services LLC
Kestra Investment Services LLC
- Service provider, as named on Schedule C
- EIN 742794194
- Plan year 2024
- Direct compensation reported $937,681
Assets of those plans
$5,663,097,642
0.07% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$937,681
30% 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 |
|---|---|---|
| 99 | Other fees | 53 |
| 55 | Other commissions | 49 |
| 49 | Other services | 47 |
| 27 | Investment advisory (plan) | 19 |
| 53 | Insurance brokerage commissions and fees | 13 |
| 26 | Investment advisory (participants) | 13 |
| 23 | Insurance services | 11 |
| 22 | Insurance agents and brokers | 11 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $29,291 |
| Sunbelt Rentals, Inc. Retirement Savings Plan | Sunbelt Rentals | $1,191,558,506 | 19,353 | $0 |
| RPC, Inc. Retirement Savings Plan | RPC | $326,076,410 | 3,132 | $0 |
| Samaritan's Purse 401(k) Retirement Plan | Samaritan's Purse | $180,556,596 | 2,060 | $0 |
| LCM Investments Holdings II, LLC 401(k) Plan | LCM Investments Holdings II | $118,515,391 | 7,377 | $36,166 |
| Zones, LLC 401(k) Plan | Zones | $109,084,085 | 1,844 | $0 |
| The Hartz Group, Inc. 401(k) Retirement Plan | Hartz Group | $103,386,557 | 819 | $0 |
| Steelfab, Inc. Profit Sharing and 401(k) Plan | Steelfab | $102,399,736 | 1,875 | $32,491 |
| A.I. Solutions, Inc. 401(k) Plan | A.I. Solutions | $101,472,768 | 678 | $30,000 |
| Billy Graham Evangelistic Association 401(k) Retirement Plan | Billy Graham Evangelistic Association | $77,978,507 | 865 | $0 |
| Interstate Electrical Services Corporation 401(k) Plan | Interstate Electrical Services | $65,286,888 | 889 | $90,241 |
| Maclean Power 401(k) Plan | Maclean Power | $64,491,001 | 1,524 | $82,939 |
| Grumman/butkus Associates, Ltd. Employee 401(k) Plan | Enercon | $60,910,569 | 185 | $16,429 |
| Its Technologies & Logistics, LLC 401(k) Retirement Savings Plan | Its Technologies & Logistics | $58,567,917 | 1,461 | $32,500 |
| Fiscalnote 401(k) Retirement Planrecordkeeper | FiscalNote | $55,818,491 | 710 | $44,000 |
| Quality Carriers, Inc. 401(k) Plan | Montgomery Tank Lines | $52,203,159 | 1,755 | $0 |
| ITU Absorbtech Retirement Plan | ITU Absorbtech | $49,306,238 | 430 | $0 |
| Tandigm Health, LLC 401(k) Plan | Tandigm Health | $39,342,033 | 290 | $0 |
| C2 Technologies, Inc. 401(k) Profit Sharing Plan | C2 Technologies | $37,681,546 | 318 | $0 |
| The Mclean Retirement Plan | Mclean Affiliates | $36,411,856 | 387 | $22,500 |
| Allied Power Services 401(k) Plan | Allied Power Services | $34,846,859 | 466 | $0 |
| Island Hospitality Management, LLC 401(k) Safe Harbor Plan | Island Hospitality Management | $33,195,485 | 1,048 | $0 |
| Pine Hall Brick Co., Inc. Savings and Profit Sharing Retirement Plan | Pine Hall Brick | $33,156,156 | 347 | $0 |
| Kion North America Corporation 401(k) Plan | Kion North America | $33,068,364 | 505 | $0 |
| MKD Electric LLC Employee's Profit Sharing Plan | MKD Electric | $27,434,857 | 391 | $0 |
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.