Kestra Advisory Svc 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 Svc LLC is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $59,991 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Kestra Advisory Svc LLC. Bars show relative scale.
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State footprint
States where plans reporting Kestra Advisory Svc LLC are sponsored, by plan count.
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lerner Corporation | Lerner Corporation 401(K) Plan | 2023 | $49,991 | not reported in the loaded dataset |
| United Way Worldwide | Pension Plan Of United Way Worldwide | 2023 | $10,000 | not reported in the loaded dataset |