Plans listing this provider
462
0.82% of the 56,420 plans with Schedule H financials; 495 in 2023
Providers › Kestra Investment Services LLC
Kestra Investment Services LLC
- Service provider, as named on Schedule C
- EIN 352552359
- Plan year 2024
- Direct compensation reported $13,080,514
Assets of those plans
$36,305,132,224
0.47% of all Schedule H plan assets
Plans where it is the recordkeeper
69
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$92.82
across 68 plans that pay it 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) | 318 |
| 99 | Other fees | 125 |
| 50 | Direct payment from the plan | 111 |
| 15 | Recordkeeping and information management | 68 |
| 49 | Other services | 68 |
| 64 | Recordkeeping fees | 68 |
| 21 | Trustee (bank, trust company or similar) | 67 |
| 26 | Investment advisory (participants) | 35 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $5,003 |
| Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company | 84 Lumber | $779,459,378 | 10,613 | $50,000 |
| Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan | Kohlberg Kravis Roberts | $666,200,940 | 2,266 | $33,750 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $18,569 |
| Coca-cola Bottling Company United, Inc. 401(k) Plan | Coca-Cola Bottling Co United | $609,568,321 | 10,924 | $365,000 |
| Keller North America Retirement Savings Profit Sharing Plan | Keller Management Services | $312,201,559 | 3,688 | $57,650 |
| Carrix, Inc. 401(k) Plan for Non-union Employees | Carrix | $291,776,844 | 1,706 | $24,666 |
| Evolent Health 401(k) Plan | Evolent Health | $289,219,187 | 4,661 | $120,000 |
| Rocket Software, Inc. 401(k) Plan | Rocket Software | $275,596,506 | 1,542 | $50,000 |
| Dak Americas LLC Savings and Investment Plan | Alpek Polyester USA | $256,167,859 | 1,616 | $97,974 |
| Microstrategy 401(k) Savings Plan | Strategy | $254,289,415 | 1,303 | $50,000 |
| Hitt Contracting Inc. 401(k) Savings & Profit Sharing Plan | Hitt Contracting | $249,192,973 | 3,265 | $40,000 |
| Trimedx Holdings, LLC Retirement Plan | Trimedx Holdings | $244,591,735 | 4,007 | $27,500 |
| Red Ventures, LLC 401(k) Plan | Red Ventures | $234,525,048 | 3,418 | $50,000 |
| Precision Medicine Group 401(k) Plan | Precision Medicine Group | $230,683,435 | 2,613 | $59,854 |
| Ltimindtree Ltd 401(k) Planrecordkeeper | Ltimindtree | $207,078,808 | 4,827 | $67,355 |
| Fortra, LLC 401(k) Savings Plan | Fortra | $206,901,890 | 1,700 | $65,000 |
| W. B. Mason Company Retirement 401(k) Plan & Trust | W. B. Mason | $204,913,404 | 3,792 | $40,000 |
| Loudoun Medical Group Retirement Plan | Loudon Medical Group | $199,647,809 | 1,839 | $70,000 |
| Oak Street Health, 401(k) Plan | Oak Street Health MSO | $198,953,672 | 5,749 | $50,000 |
| Digital Management, LLC 401(k) Plan | Digital Management | $196,463,849 | 2,866 | $80,000 |
| Myeyedr. 401(k) Plan | Capital Vision Services | $194,159,981 | 2,860 | $93,398 |
| Centurion 401(k) Savings Plan | MHM Services | $188,895,931 | 5,110 | $63,750 |
| Amplify Education, Inc. 401(k) Plan | Wireless Generation | $169,032,564 | 2,272 | $83,589 |
| Aspen Insurance U.S. Services Inc. 401(k) Plan | Aspen Insurance U.S. Services | $159,411,400 | 647 | $30,000 |
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.