Kestra Advisory Services LLC — 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 LLC is reported as a service provider on 389 loaded Form 5500 filing(s) across 375 plan sponsor(s) and 385 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $9,930,026 and reported indirect compensation totals $2,377,777.
Reported compensation summary
- Reported direct compensation
- $9,930,026
- Reported indirect compensation
- $2,377,777
- Total reported compensation
- $12,307,803
- Filings
- 389
- Plan sponsors
- 375
- Plans
- 385
- 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 |
|---|---|---|---|
| Wgu Corporation | UT | 1 | $277,000 |
| Fabcon Companies, LLC | MN | 1 | $174,424 |
| Case Paper Co., Inc. | NY | 1 | $165,867 |
| Arnot Ogden Medical Center | NY | 1 | $162,303 |
| Spencer Savings Bank, Sla | NJ | 2 | $145,811 |
| Christensen Oconnor Johnson Kindness Pllc | WA | 1 | $116,334 |
| Hensel Phelps Construction Co. | CO | 2 | $115,680 |
| Adpd Holdings LLC D/B/A Nearu | NC | 1 | $106,300 |
| Thatcher Group, Inc. | UT | 1 | $98,069 |
| Intermountain Electronics, Inc. Of Price, Utah | UT | 1 | $90,917 |
State footprint
Plans reporting Kestra Advisory Services LLC are sponsored in NY (44), VA (35), FL (26), TX (25), MD (24), UT (23), CA (22), MA (21), MN (21), CT (16), PA (15), NC (12).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Wgu Corporation | Wgu Retirement Savings Plan | 2023 | $277,000 | not reported in the loaded dataset |
| Fabcon Companies, LLC | Fabcon Companies, LLC. Profit Sharing And 401(K) Plan | 2023 | $174,424 | not reported in the loaded dataset |
| Case Paper Co., Inc. | Case Paper Co., Inc. 401(K) Profit Sharing Plan | 2023 | $165,867 | not reported in the loaded dataset |
| Arnot Ogden Medical Center | Arnot Health Employee Retirement Plan | 2023 | $162,303 | not reported in the loaded dataset |
| Christensen Oconnor Johnson Kindness Pllc | The 401(K) Profit Sharing Plan And Trust Of Christensen Oconnor Johnson Kindness Pllc | 2023 | $116,334 | not reported in the loaded dataset |
| Hensel Phelps Construction Co. | Hensel Phelps Salary Retirement Plan | 2023 | $106,320 | not reported in the loaded dataset |
| Adpd Holdings LLC D/B/A Nearu | Nearu 401(K) Plan | 2023 | $106,300 | not reported in the loaded dataset |
| Thatcher Group, Inc. | Thatcher Company Profit Sharing Plan | 2023 | $98,069 | not reported in the loaded dataset |
| Intermountain Electronics, Inc. Of Price, Utah | Intermountain Electronics, Inc. Of Price, Utah 401(K) Profit Sharing Plan | 2023 | $90,917 | not reported in the loaded dataset |
| Property Damage Appraisers Inc | Property Damage Appraisers, Inc. 401(K) Plan | 2023 | $88,724 | not reported in the loaded dataset |
| Community Health Plan Of Washington | Community Health Plan/Community Health Network 401(K) Employee Savings Plan | 2023 | $88,414 | not reported in the loaded dataset |
| Alpek Polyester Usa, LLC | Dak Americas LLC Savings And Investment Plan | 2023 | $85,258 | $31 |
| Spencer Savings Bank Sla | Spencer Savings Bank Sla Savings Retirement Plan | 2023 | $0 | $84,010 |
| Horrocks Engineers, Inc. | Horrocks Engineers 401(K) Plan | 2023 | $82,705 | not reported in the loaded dataset |
| Leerink Partners LLC | Svb Securities 401(K) Plan | 2023 | $80,598 | not reported in the loaded dataset |
| Rivkin Radler Llp | Rivkin Radler Llp 401(K) Savings & Profit Sharing Plan | 2023 | $80,547 | not reported in the loaded dataset |
| Gables Residential Services | Gables Residential Services, Inc. 401(K) Plan | 2023 | $80,000 | not reported in the loaded dataset |
| D.R. Horton, Inc. | D.R. Horton, Inc. Profit Sharing Plus Plan | 2023 | $79,991 | not reported in the loaded dataset |
| Interstate Electrical Services Corporation | Interstate Electrical Services Corporation 401(K) Plan | 2023 | $79,762 | not reported in the loaded dataset |
| Tecomet | Tecomet 401(K) Plan | 2023 | $0 | $76,761 |
| Perkins School For The Blind | Perkins School For The Blind Retirement Plan | 2023 | $76,000 | not reported in the loaded dataset |
| The Bolles School | The Bolles School Retirement Plan | 2023 | $0 | $75,793 |
| Heartland Home Services, Inc. | Heartland Home Services, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $75,062 | not reported in the loaded dataset |
| Capital Vision Services, LLC | Myeyedr. 401(K) Plan | 2023 | $74,765 | $235 |
| Rocket Software, Inc. | Rocket Software, Inc. 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Bigge Crane And Rigging Co. | Bigge Crane And Rigging Co. 401(K) Profit | 2023 | $0 | $73,634 |
| Newcomb Oil Co., LLC | Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan | 2023 | $72,517 | $0 |
| Evo Merchant Services, LLC | Evo 401(K) Savings Plan | 2023 | $71,676 | not reported in the loaded dataset |
| Revere Health | Revere Health 401k Profit Sharing Plan | 2023 | $71,500 | not reported in the loaded dataset |
| 20300930-Dk-Butterfly-1, Inc. | Bed Bath & Beyond Inc. 401(K) Savings Plan | 2023 | $71,318 | not reported in the loaded dataset |
| Loudon Medical Group, P.C. | Loudoun Medical Group Retirement Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Thrive Partners, LLC | Thrive Peo 401(K) Plan | 2023 | $68,633 | $0 |
| Kane Warehousing, Inc. | Kane Warehousing, Inc. Retirement Savings Plan | 2023 | $67,721 | not reported in the loaded dataset |
| Liberty Auto Group, Ltd. | Liberty Auto Group, Ltd. 401(K) Plan | 2023 | $67,478 | not reported in the loaded dataset |
| Advanced Systems Engineering Corporation | Blue Umbrella 401(K) Plan | 2023 | $0 | $67,114 |
| Kipp Dc Public Charter Schools | Kipp Dc Retirement Plan | 2023 | $67,039 | not reported in the loaded dataset |
| Jones Walker Llp | Jones Walker Llp Profit Sharing Retirement Plan | 2023 | $66,050 | not reported in the loaded dataset |
| Biomerics, LLC | Biomerics 401(K) Plan | 2023 | $65,807 | not reported in the loaded dataset |
| Presidio LLC | Presidio LLC 401(K) Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Bvi | Bvi Retirement Savings Plan | 2023 | $62,496 | not reported in the loaded dataset |
| Livingston International, Inc. | Livingston International, Inc. 401(K) Retirement Savings Plan | 2023 | $62,367 | not reported in the loaded dataset |
| Petvet Care Centers Management, LLC | Petvet Care Centers Management, LLC Retirement Savings Plan | 2023 | $62,163 | not reported in the loaded dataset |
| Spencer Savings Bank, Sla | Spencer Savings Bank, Sla Employees' Pension Plan | 2023 | $0 | $61,801 |
| The Federation Of American Societies For Experimental Biology | Federation Of American Societies For Experimental Biology Defined Contribution Plan | 2023 | $61,375 | not reported in the loaded dataset |
| Hallmark Aviation Services, Lp | Hallmark Aviation Services, Lp 401(K) Plan | 2023 | $60,555 | not reported in the loaded dataset |
| Phalcon Ltd. | Phalcon, Ltd. 401(K) Plan | 2023 | $60,278 | not reported in the loaded dataset |
| Share Our Strength | Share Our Strength 401(K) Profit Sharing Plan | 2023 | $0 | $60,087 |
| Precision Medicine Group, LLC | Precision Medicine Group 401(K) Plan | 2023 | $59,698 | $302 |
| Federal Realty Op Lp | Federal Realty Investment Trust Savings And Retirement 401(K) Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Innovative Discovery Employment Services Company, Inc. | Innovative Driven 401(K) Plan | 2023 | $59,955 | not reported in the loaded dataset |
Related Form 5500 pages
- Wgu Retirement Savings Plan (plan 001)
- Wgu Corporation — all reported plans
- Fabcon Companies, LLC. Profit Sharing And 401(K) Plan (plan 001)
- Fabcon Companies, LLC — all reported plans
- Case Paper Co., Inc. 401(K) Profit Sharing Plan (plan 004)
- Case Paper Co., Inc. — all reported plans
- Arnot Health Employee Retirement Plan (plan 003)
- Arnot Ogden Medical Center — all reported plans
- The 401(K) Profit Sharing Plan And Trust Of Christensen Oconnor Johnson Kindness Pllc (plan 001)
- Christensen Oconnor Johnson Kindness Pllc — all reported plans
- Hensel Phelps Salary Retirement Plan (plan 060)
- Hensel Phelps Construction Co. — all reported plans
- Nearu 401(K) Plan (plan 001)
- Adpd Holdings LLC D/B/A Nearu — all reported plans
- Thatcher Company Profit Sharing Plan (plan 001)
- Thatcher Group, Inc. — all reported plans
- Intermountain Electronics, Inc. Of Price, Utah 401(K) Profit Sharing Plan (plan 001)
- Intermountain Electronics, Inc. Of Price, Utah — all reported plans
- Property Damage Appraisers, Inc. 401(K) Plan (plan 001)
- Property Damage Appraisers Inc — all reported plans
- Community Health Plan/Community Health Network 401(K) Employee Savings Plan (plan 001)
- Community Health Plan Of Washington — all reported plans
- Dak Americas LLC Savings And Investment Plan (plan 001)
- Alpek Polyester Usa, LLC — all reported plans
- Spencer Savings Bank Sla Savings Retirement Plan (plan 002)
- Spencer Savings Bank Sla — all reported plans
- Horrocks Engineers 401(K) Plan (plan 001)
- Horrocks Engineers, Inc. — all reported plans
- Svb Securities 401(K) Plan (plan 001)
- Leerink Partners LLC — all reported plans
- Rivkin Radler Llp 401(K) Savings & Profit Sharing Plan (plan 003)
- Rivkin Radler Llp — all reported plans
- Gables Residential Services, Inc. 401(K) Plan (plan 001)
- Gables Residential Services — all reported plans
- D.R. Horton, Inc. Profit Sharing Plus Plan (plan 001)
- D.R. Horton, Inc. — all reported plans
- Interstate Electrical Services Corporation 401(K) Plan (plan 001)
- Interstate Electrical Services Corporation — all reported plans
- Tecomet 401(K) Plan (plan 001)
- Tecomet — all reported plans
- Perkins School For The Blind Retirement Plan (plan 003)
- Perkins School For The Blind — all reported plans
- The Bolles School Retirement Plan (plan 001)
- The Bolles School — all reported plans
- Heartland Home Services, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- Heartland Home Services, Inc. — all reported plans
- Myeyedr. 401(K) Plan (plan 001)
- Capital Vision Services, LLC — all reported plans
- Rocket Software, Inc. 401(K) Plan (plan 001)
- Rocket Software, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources