Kestra Investment 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 Investment Services LLC is reported as a service provider on 387 loaded Form 5500 filing(s) across 377 plan sponsor(s) and 385 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,217,765 and reported indirect compensation totals $4,166,358.
Reported compensation summary
- Reported direct compensation
- $7,217,765
- Reported indirect compensation
- $4,166,358
- Total reported compensation
- $11,384,123
- Filings
- 387
- Plan sponsors
- 377
- 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 |
|---|---|---|---|
| Sunbelt Rentals, Inc. | SC | 1 | $148,171 |
| Rpc, Inc. | FL | 1 | $139,031 |
| Sinclair, Inc. | MD | 1 | $120,000 |
| Vsc Fire & Security, Inc. | VA | 1 | $115,841 |
| Axiom Global Inc. | IL | 1 | $109,610 |
| Grede | MI | 1 | $101,576 |
| Lcm Investments Holdings Ii, LLC | FL | 1 | $90,501 |
| Obhg Management Services, LLC | SC | 1 | $90,318 |
| Railworks Corporation | NY | 1 | $84,777 |
| Elga Credit Union | MI | 1 | $83,489 |
State footprint
Plans reporting Kestra Investment Services LLC are sponsored in TX (35), VA (31), NC (29), CA (28), NY (27), FL (23), MD (20), MA (18), SC (16), CT (15), MN (13), DC (11).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sunbelt Rentals, Inc. | Sunbelt Rentals, Inc. Retirement Savings Plan | 2023 | $0 | $148,171 |
| Rpc, Inc. | Rpc, Inc. Retirement Savings Plan | 2023 | $0 | $139,031 |
| Sinclair, Inc. | Sinclair, Inc. 401(K) Retirement Savings Plan | 2023 | $120,000 | not reported in the loaded dataset |
| Vsc Fire & Security, Inc. | Vsc Fire & Security 401(K) Savings Plan | 2023 | $115,841 | not reported in the loaded dataset |
| Axiom Global Inc. | Axiom Global Inc. 401(K) Plan | 2023 | $109,610 | not reported in the loaded dataset |
| Grede | Grede Savings Plan | 2023 | $101,576 | not reported in the loaded dataset |
| Lcm Investments Holdings Ii, LLC | Lcm Investments Holdings Ii, LLC 401(K) Plan | 2023 | $90,501 | not reported in the loaded dataset |
| Obhg Management Services, LLC | Obhg 401(K) Plan | 2023 | $0 | $90,318 |
| Railworks Corporation | Railworks Corporation Incentive Plan | 2023 | $0 | $84,777 |
| Elga Credit Union | Elga Credit Union Employee'S 401(K) Plan | 2023 | $83,489 | not reported in the loaded dataset |
| Trimedx Holdings, LLC | Trimedx Holdings, LLC Retirement Plan | 2023 | $82,500 | not reported in the loaded dataset |
| Digital Management, LLC | Digital Management, LLC 401(K) Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Wasatch Property Management, Inc | Wasatch Property Management 401(K) Plan | 2023 | $77,437 | not reported in the loaded dataset |
| The Penta Building Group, LLC | The Penta Building Group, LLC 401(K) Plan | 2023 | $0 | $77,341 |
| Ipc Systems, Inc. | Ipc 401(K) Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Fortra, LLC | Fortra, LLC 401(K) Savings Plan | 2023 | $69,583 | not reported in the loaded dataset |
| Pods Enterprises, LLC | Pods Enterprises, LLC Non-Union 401(K) Savings Plan | 2023 | $69,335 | not reported in the loaded dataset |
| Coghlin Companies, Inc. | Coghlin Companies Employee Profit Sharing Plan And Trust | 2023 | $67,961 | not reported in the loaded dataset |
| Sesac Rights Management Inc. | Sesac Rights Management Inc. Savings Plan | 2023 | $65,966 | not reported in the loaded dataset |
| Superior Paving Corp. | Superior Paving Corp. And Associated Companies Retirement Savings Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Anderson & Vreeland | Anderson & Vreeland, Inc. Profit Sharing Plan | 2023 | $0 | $64,468 |
| Stanley Martin Homes, LLC | Stanley Martin 401(K) Plan | 2023 | $64,336 | not reported in the loaded dataset |
| Futuramic Tool & Engineering Company | Futuramic Tool & Engineering Company 401(K) Retirement Plan | 2023 | $64,177 | not reported in the loaded dataset |
| Medical Priority Consultants, Inc. | Medical Priority Consultants 401(K) Plan | 2023 | $62,003 | not reported in the loaded dataset |
| Revspring, Inc. | Revspring, Inc. 401(K) Plan | 2023 | $61,842 | not reported in the loaded dataset |
| Protective Industrial Products, Inc. | Pip 401(K) Retirement Plan | 2023 | $61,800 | not reported in the loaded dataset |
| Quotient Sciences - Philadelphia, LLC | Quotient Sciences - Philadelphia, LLC 401(K) Plan | 2023 | $0 | $61,739 |
| Align Precision Corp. | Align Precision 401(K) Plan | 2023 | $0 | $61,477 |
| Intellibridge, LLC | Intellibridge 401k Plan | 2023 | $61,350 | not reported in the loaded dataset |
| Link Snacks, Inc. | Link Snacks, Inc. Savings And Retirement Plan | 2023 | $60,445 | not reported in the loaded dataset |
| Grundfos Pumps Corporation | Grundfos Pumps Corporation 401(K) Profit Sharing Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Instant Web, LLC | Iwco Retirement Savings Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Keylogic Technologies Corp. | Keylogic Technologies Corp. | 2023 | $60,000 | not reported in the loaded dataset |
| Itu Absorbtech, Inc | Itu Absorbtech Retirement Plan | 2023 | $0 | $59,918 |
| Attain Consulting Group LLC | Attain Consulting Group LLC | 2023 | $59,810 | not reported in the loaded dataset |
| Amplify Education, Inc. | Amplify Education, Inc. 401(K) Plan | 2023 | $59,796 | not reported in the loaded dataset |
| Drfirst.Com, Inc. | Drfirst.Com, Inc 401(K) Plan | 2023 | $59,516 | not reported in the loaded dataset |
| Garden Of Life LLC | Garden Of Life 401(K) Plan | 2023 | $58,099 | not reported in the loaded dataset |
| American Tank & Vessel, Inc. | American Tank & Vessel, Inc. 401(K) Retirement Plan | 2023 | $0 | $56,856 |
| Rommesmo Companies | The Truenorth Steel And Affiliates 401(K) Profit Sharing Plan | 2023 | $56,595 | not reported in the loaded dataset |
| Agespan, Inc. | Agespan, Inc. Tax Sheltered Annuity | 2023 | $0 | $55,593 |
| Tl Nexlevel, LLC | Tl Nexlevel 401(K) Plan | 2023 | $55,012 | not reported in the loaded dataset |
| Tory Burch, LLC | Tory Burch, LLC 401(K) Plan | 2023 | $55,000 | not reported in the loaded dataset |
| Mille Lacs Health System | Retirement Plan Of Mille Lacs Health System | 2023 | $55,000 | not reported in the loaded dataset |
| Jk Moving And Storage, Inc. | Jk Moving Services & Caprelo Profit Sharing & 401(K) Plan | 2023 | $54,416 | not reported in the loaded dataset |
| Samaritan'S Purse | Samaritan'S Purse 401(K) Retirement Plan | 2023 | $0 | $53,861 |
| 9dot Education Solutions, LLC | 9dot 401(K) Plan | 2023 | $0 | $53,302 |
| Iqeq Us Management Company, LLC | Iqeq Us Management Co. LLC Retirement Plan | 2023 | $52,905 | not reported in the loaded dataset |
| Tradestation Group, Inc. | Tradestation Group, Inc. Employee Savings Retirement Plan | 2023 | $52,825 | not reported in the loaded dataset |
| Palladium Group Global LLC | Palladium Group Global 401(K) Plan | 2023 | $52,659 | not reported in the loaded dataset |
Related Form 5500 pages
- Sunbelt Rentals, Inc. Retirement Savings Plan (plan 001)
- Sunbelt Rentals, Inc. — all reported plans
- Rpc, Inc. Retirement Savings Plan (plan 003)
- Rpc, Inc. — all reported plans
- Sinclair, Inc. 401(K) Retirement Savings Plan (plan 001)
- Sinclair, Inc. — all reported plans
- Vsc Fire & Security 401(K) Savings Plan (plan 001)
- Vsc Fire & Security, Inc. — all reported plans
- Axiom Global Inc. 401(K) Plan (plan 001)
- Axiom Global Inc. — all reported plans
- Grede Savings Plan (plan 004)
- Grede — all reported plans
- Lcm Investments Holdings Ii, LLC 401(K) Plan (plan 001)
- Lcm Investments Holdings Ii, LLC — all reported plans
- Obhg 401(K) Plan (plan 002)
- Obhg Management Services, LLC — all reported plans
- Railworks Corporation Incentive Plan (plan 001)
- Railworks Corporation — all reported plans
- Elga Credit Union Employee'S 401(K) Plan (plan 001)
- Elga Credit Union — all reported plans
- Trimedx Holdings, LLC Retirement Plan (plan 001)
- Trimedx Holdings, LLC — all reported plans
- Digital Management, LLC 401(K) Plan (plan 001)
- Digital Management, LLC — all reported plans
- Wasatch Property Management 401(K) Plan (plan 001)
- Wasatch Property Management, Inc — all reported plans
- The Penta Building Group, LLC 401(K) Plan (plan 001)
- The Penta Building Group, LLC — all reported plans
- Ipc 401(K) Plan (plan 001)
- Ipc Systems, Inc. — all reported plans
- Fortra, LLC 401(K) Savings Plan (plan 001)
- Fortra, LLC — all reported plans
- Pods Enterprises, LLC Non-Union 401(K) Savings Plan (plan 002)
- Pods Enterprises, LLC — all reported plans
- Coghlin Companies Employee Profit Sharing Plan And Trust (plan 001)
- Coghlin Companies, Inc. — all reported plans
- Sesac Rights Management Inc. Savings Plan (plan 001)
- Sesac Rights Management Inc. — all reported plans
- Superior Paving Corp. And Associated Companies Retirement Savings Plan (plan 005)
- Superior Paving Corp. — all reported plans
- Anderson & Vreeland, Inc. Profit Sharing Plan (plan 001)
- Anderson & Vreeland — all reported plans
- Stanley Martin 401(K) Plan (plan 001)
- Stanley Martin Homes, LLC — all reported plans
- Futuramic Tool & Engineering Company 401(K) Retirement Plan (plan 002)
- Futuramic Tool & Engineering Company — all reported plans
- Medical Priority Consultants 401(K) Plan (plan 001)
- Medical Priority Consultants, Inc. — all reported plans
- Revspring, Inc. 401(K) Plan (plan 002)
- Revspring, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources