Kestra — 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 is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $131,568 and reported indirect compensation totals $31,136.

Reported compensation summary

Reported direct compensation
$131,568
Reported indirect compensation
$31,136
Total reported compensation
$162,704
Filings
3
Plan sponsors
3
Plans
3
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

Plan sponsors reporting the most compensation to Kestra
SponsorStatePlansReported compensation
Digestive Disease Specialists, Inc.OK1$77,432
Carnegie Learning, Inc.PA1$54,136
Champion Rehab Resources, LLCAL1$31,136

State footprint

Plans reporting Kestra are sponsored in AL (1), OK (1), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Digestive Disease Specialists, Inc.Savings Incentive And Profit Sharing Plan For Employees Of Digestive Disease Specialists, Inc.2023$77,432not reported in the loaded dataset
Carnegie Learning, Inc.Carnegie Learning, Inc. 401(K) Plan2023$54,136not reported in the loaded dataset
Champion Rehab Resources, LLCChampion Rehab Resources, LLC 401(K) Plan2023$0$31,136

Related Form 5500 pages