Kestra Advisory Services — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kestra Advisory Services is reported as a service provider on 158 loaded Form 5500 filing(s) across 152 plan sponsor(s) and 156 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,643,389 and reported indirect compensation totals $270,644.
Reported compensation summary
- Reported direct compensation
- $3,643,389
- Reported indirect compensation
- $270,644
- Total reported compensation
- $3,914,033
- Filings
- 158
- Plan sponsors
- 152
- Plans
- 156
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Carrix, Inc. | WA | 3 | $105,670 |
| D & W Fine Pack LLC | IL | 1 | $90,000 |
| Mwd Management, LLC | TN | 1 | $82,073 |
| Exoduspoint Capital Management Lp | NY | 1 | $78,786 |
| Donor Alliance, Inc. | CO | 1 | $77,208 |
| Sciens Building Solutions, LLC | CA | 1 | $76,383 |
| Its Technologies & Logistics, LLC | IL | 2 | $70,625 |
| Mastery Logistics Systems, Inc. | IL | 1 | $67,755 |
| Cdi Energy Products, LLC | TX | 1 | $64,934 |
| Moore Iacofano Goltsman, Inc | CA | 1 | $62,235 |
State footprint
Plans reporting Kestra Advisory Services are sponsored in MD (24), VA (22), CA (15), FL (10), NC (10), NY (10), TX (8), WA (7), IL (6), SC (5), DC (5), PA (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| D & W Fine Pack LLC | D & W Fine Pack LLC 401k Plan | 2023 | $90,000 | $0 |
| Mwd Management, LLC | Mwd Management, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $82,073 | $0 |
| Exoduspoint Capital Management Lp | Exoduspoint Capital Management Lp 401(K) Plan | 2023 | $78,786 | not reported in the loaded dataset |
| Donor Alliance, Inc. | Donor Alliance, Inc. , 401k Plan And Trust | 2023 | $0 | $77,208 |
| Sciens Building Solutions, LLC | Sciens Building Solutions 401(K) Plan | 2023 | $76,383 | not reported in the loaded dataset |
| Carrix, Inc. | Carrix, Inc. Retirement Plan | 2023 | $73,986 | not reported in the loaded dataset |
| Mastery Logistics Systems, Inc. | Mastery Logistics Systems, Inc. 401(K) Plan | 2023 | $67,755 | not reported in the loaded dataset |
| Cdi Energy Products, LLC | Fenner Aep 401(K) Plan | 2023 | $64,934 | not reported in the loaded dataset |
| Moore Iacofano Goltsman, Inc | Mig 401(K) Plan | 2023 | $62,235 | $0 |
| Hanna, Brophy, Maclean, Mcaleer | Hanna, Brophy 401(K) Plan | 2023 | $54,454 | $0 |
| Tremor Video Dsp, Inc. | Tremor Video Dsp, Inc. 401(K) Plan | 2023 | $0 | $54,302 |
| Drb Enterprises, LLC | Drb Enterprises, LLC 401k Retirement Plan | 2023 | $52,424 | not reported in the loaded dataset |
| Jet Linx Aviation, LLC | Jet Linx Aviation, LLC 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Drt Strategies Inc | Drt Strategies Inc 401k Profit Sharing Plan And Trust | 2023 | $50,000 | $0 |
| Integrated Power Services | Integrated Power Services Retirement Savings Plan | 2023 | $50,000 | $0 |
| Midwest Composite Technologies, | Midwest Composite Technologies, LLC 401(K) Profit Sharing Plan | 2023 | $49,953 | $0 |
| Mhm Services, Inc. | Centurion 401(K) Savings Plan | 2023 | $48,750 | not reported in the loaded dataset |
| Patterson & Sheridan, Llp | Patterson & Sheridan, Llp Profit Sharing 401(K) Plan | 2023 | $47,887 | not reported in the loaded dataset |
| Amyx, Inc. | Amyx, Inc. 401(K) Plan | 2023 | $46,529 | $0 |
| Museum Of Science | Museum Of Science Retirement Plan | 2023 | $45,000 | not reported in the loaded dataset |
| X Energy, LLC | X Energy, LLC Retirement Trust | 2023 | $44,966 | not reported in the loaded dataset |
| Mccall Farms, Inc. | Mccall Farms, Inc. 401(K) Retirement Savings Plan | 2023 | $43,468 | $0 |
| Intl Assoc. Of Chiefs Of Police | Iacp 403(B) Retirement Plan | 2023 | $42,127 | not reported in the loaded dataset |
| Crystal Equation Corporation | Crystal Equation Corporation 401(K) Retirement Plan And Trust | 2023 | $41,444 | $0 |
| Reedman-Toll, L.P. | Reedman-Toll 401(K) Plan | 2023 | $0 | $41,292 |
| Its Technologies & Logistics, LLC | Its Technologies & Logistics, LLC 401(K) Retirement Savings Plan | 2023 | $40,625 | not reported in the loaded dataset |
| Duncan-Parnell, Inc. | Duncan-Parnell, Inc. 401(K) Plan And Trust | 2023 | $40,524 | not reported in the loaded dataset |
| Metrostar Systems, LLC | Metrostar Systems 401(K) Retirement Plan | 2023 | $39,502 | $0 |
| Wind River Environmental, LLC | Wind River Environmental 401(K) Plan | 2023 | $38,314 | $0 |
| Bizerba Usa, Inc. | Bizerba Usa, Inc. 401(K) Plan | 2023 | $37,965 | $0 |
| Midwest Vision Partners Management Holdings, LLC | Midwest Vision Partners 401(K) Plan | 2023 | $37,449 | not reported in the loaded dataset |
| The Malvern School Of Glen Mills | The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T | 2023 | $36,368 | $0 |
| Offit Kurman, P.A. | Offit Kurman, P.A. 401(K) Profit Sharing Plan | 2023 | $35,820 | not reported in the loaded dataset |
| The Delong Co Inc | The Delong Co Inc 401(K) Profit Sharing Plan And Trust | 2023 | $35,000 | not reported in the loaded dataset |
| Greerwalker Llp | Greerwalker Llp 401(K) Profit Sharing Plan | 2023 | $34,948 | not reported in the loaded dataset |
| Bob Bell Automotive Group | Bob Bell Automotive Group 401(K) Plan And Trust | 2023 | $34,689 | $0 |
| Green Mountain Electric Supply, Inc. | Green Mountain Electric Supply, Inc. 401(K) Profit Sharing Plan | 2023 | $33,947 | not reported in the loaded dataset |
| Cartesian, Inc. | Cartesian 401(K) / Profit Sharing Plan | 2023 | $33,517 | $0 |
| Bigfoot Biomedical, Inc. | Bigfoot Biomedical, Inc. 401(K) Plan | 2023 | $31,993 | $0 |
| Aem, Inc. | Interstate 401(K) Savings Plan | 2023 | $31,472 | $0 |
| Community Bank Of The Chesapeake | Community Bank Of The Chesapeake 401k Plan & Trust | 2023 | $31,428 | $0 |
| J.M. Equipment Company, Inc. | J.M. Equipment Company, Inc., Profit Sharing 401(K) Plan | 2023 | $31,196 | not reported in the loaded dataset |
| Illumifin Corporation | Illumifin Corporation 401(K) Plan | 2023 | $31,161 | not reported in the loaded dataset |
| Alarm.Com Holdings, Inc | Alarm.Com 401(K) Plan | 2023 | $30,088 | not reported in the loaded dataset |
| Its Technologies & Logistics, LLC | Its Technologies & Logistics, LLC Employees Pension Plan | 2023 | $30,000 | not reported in the loaded dataset |
| 3pillar Global, Inc. | 3pillar Global, Inc. 401(K) Profit Sharing Plan | 2023 | $29,635 | $0 |
| Financial Information Technologies, LLC | Fintech 401k Savings Plan | 2023 | $29,446 | not reported in the loaded dataset |
| Bray & Scarff, Inc. | Bray & Scarff 401(K) Savings Plan | 2023 | $28,539 | $0 |
| Dev Technology Group, Inc | Dev Technology Group - 401(K) P/S Plan | 2023 | $28,117 | not reported in the loaded dataset |
| Realty Management Services, Inc. | Realty Management Services, Inc. 401(K) Plan | 2023 | $28,092 | $0 |
Related Form 5500 pages
- D & W Fine Pack LLC 401k Plan (plan 004)
- D & W Fine Pack LLC — all reported plans
- Mwd Management, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Mwd Management, LLC — all reported plans
- Exoduspoint Capital Management Lp 401(K) Plan (plan 001)
- Exoduspoint Capital Management Lp — all reported plans
- Donor Alliance, Inc. , 401k Plan And Trust (plan 003)
- Donor Alliance, Inc. — all reported plans
- Sciens Building Solutions 401(K) Plan (plan 001)
- Sciens Building Solutions, LLC — all reported plans
- Carrix, Inc. Retirement Plan (plan 002)
- Carrix, Inc. — all reported plans
- Mastery Logistics Systems, Inc. 401(K) Plan (plan 001)
- Mastery Logistics Systems, Inc. — all reported plans
- Fenner Aep 401(K) Plan (plan 001)
- Cdi Energy Products, LLC — all reported plans
- Mig 401(K) Plan (plan 001)
- Moore Iacofano Goltsman, Inc — all reported plans
- Hanna, Brophy 401(K) Plan (plan 001)
- Hanna, Brophy, Maclean, Mcaleer — all reported plans
- Tremor Video Dsp, Inc. 401(K) Plan (plan 001)
- Tremor Video Dsp, Inc. — all reported plans
- Drb Enterprises, LLC 401k Retirement Plan (plan 001)
- Drb Enterprises, LLC — all reported plans
- Jet Linx Aviation, LLC 401(K) Plan (plan 001)
- Jet Linx Aviation, LLC — all reported plans
- Drt Strategies Inc 401k Profit Sharing Plan And Trust (plan 001)
- Drt Strategies Inc — all reported plans
- Integrated Power Services Retirement Savings Plan (plan 002)
- Integrated Power Services — all reported plans
- Midwest Composite Technologies, LLC 401(K) Profit Sharing Plan (plan 001)
- Midwest Composite Technologies, — all reported plans
- Centurion 401(K) Savings Plan (plan 001)
- Mhm Services, Inc. — all reported plans
- Patterson & Sheridan, Llp Profit Sharing 401(K) Plan (plan 001)
- Patterson & Sheridan, Llp — all reported plans
- Amyx, Inc. 401(K) Plan (plan 001)
- Amyx, Inc. — all reported plans
- Museum Of Science Retirement Plan (plan 002)
- Museum Of Science — all reported plans
- X Energy, LLC Retirement Trust (plan 001)
- X Energy, LLC — all reported plans
- Mccall Farms, Inc. 401(K) Retirement Savings Plan (plan 001)
- Mccall Farms, Inc. — all reported plans
- Iacp 403(B) Retirement Plan (plan 001)
- Intl Assoc. Of Chiefs Of Police — all reported plans
- Crystal Equation Corporation 401(K) Retirement Plan And Trust (plan 001)
- Crystal Equation Corporation — all reported plans
- Reedman-Toll 401(K) Plan (plan 001)
- Reedman-Toll, L.P. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources