Kestra Financial, Inc. — 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 Financial, Inc. is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $308,139 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $308,139
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $308,139
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- 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 |
|---|---|---|---|
| Agstate | IA | 1 | $64,638 |
| Imperial Capital, LLC | CA | 1 | $51,476 |
| Sitelogiq, Inc | MN | 1 | $38,000 |
| Touchpoint, Inc. | PA | 1 | $37,500 |
| Nmp Engineering Consultants, Inc. | MD | 1 | $33,604 |
| Dubois & King, Inc. | VT | 1 | $24,181 |
| Outpost Natural Foods Cooperative | WI | 1 | $13,923 |
| Honeybee Foods Corporation | CA | 1 | $11,383 |
| Hill-Murray School, Inc. | MN | 1 | $8,825 |
| The Chartis Group, LLC | IL | 1 | $8,000 |
State footprint
Plans reporting Kestra Financial, Inc. are sponsored in MN (3), CA (2), IL (1), MD (1), MI (1), IA (1), NY (1), PA (1), VT (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Agstate | Ubg 401(K) - Agstate Sh Match | 2023 | $64,638 | not reported in the loaded dataset |
| Imperial Capital, LLC | The Imperial Capital, LLC 401(K) Plan | 2023 | $51,476 | not reported in the loaded dataset |
| Sitelogiq, Inc | Sitelogiq, Inc. 401(K) Retirement Plan | 2023 | $38,000 | not reported in the loaded dataset |
| Touchpoint, Inc. | Touchpoint, Inc. Employees' 401(K) Plan | 2023 | $37,500 | not reported in the loaded dataset |
| Nmp Engineering Consultants, Inc. | Nmp Engineering Consultants, Inc. 401(K) Retirement Plan | 2023 | $33,604 | not reported in the loaded dataset |
| Dubois & King, Inc. | Dubois & King, Inc. Profit Sharing 401(K) Plan | 2023 | $24,181 | not reported in the loaded dataset |
| Outpost Natural Foods Cooperative | Outpost Natural Foods Cooperative 401(K) Plan And Trust | 2023 | $13,923 | not reported in the loaded dataset |
| Honeybee Foods Corporation | Honeybee Foods Corporation 401(K) Plan | 2023 | $11,383 | not reported in the loaded dataset |
| Hill-Murray School, Inc. | Hill-Murray School 403(B) Plan | 2023 | $8,825 | not reported in the loaded dataset |
| The Chartis Group, LLC | Chartis Group, LLC 401(K) Plan | 2023 | $8,000 | not reported in the loaded dataset |
| Flagg Bicycle Group, LLC | Flagg Bicycle Group, LLC 401k Plan | 2023 | $6,250 | not reported in the loaded dataset |
| Casper Sleep Inc. | Casper Sleep Inc. 401(K) Plan | 2023 | $5,468 | not reported in the loaded dataset |
| Grede Holdings, LLC | Grede Meadville Retirement Plan | 2023 | $4,891 | not reported in the loaded dataset |
Related Form 5500 pages
- Ubg 401(K) - Agstate Sh Match (plan 040)
- Agstate — all reported plans
- The Imperial Capital, LLC 401(K) Plan (plan 001)
- Imperial Capital, LLC — all reported plans
- Sitelogiq, Inc. 401(K) Retirement Plan (plan 001)
- Sitelogiq, Inc — all reported plans
- Touchpoint, Inc. Employees' 401(K) Plan (plan 006)
- Touchpoint, Inc. — all reported plans
- Nmp Engineering Consultants, Inc. 401(K) Retirement Plan (plan 001)
- Nmp Engineering Consultants, Inc. — all reported plans
- Dubois & King, Inc. Profit Sharing 401(K) Plan (plan 001)
- Dubois & King, Inc. — all reported plans
- Outpost Natural Foods Cooperative 401(K) Plan And Trust (plan 001)
- Outpost Natural Foods Cooperative — all reported plans
- Honeybee Foods Corporation 401(K) Plan (plan 002)
- Honeybee Foods Corporation — all reported plans
- Hill-Murray School 403(B) Plan (plan 002)
- Hill-Murray School, Inc. — all reported plans
- Chartis Group, LLC 401(K) Plan (plan 001)
- The Chartis Group, LLC — all reported plans
- Flagg Bicycle Group, LLC 401k Plan (plan 001)
- Flagg Bicycle Group, LLC — all reported plans
- Casper Sleep Inc. 401(K) Plan (plan 001)
- Casper Sleep Inc. — all reported plans
- Grede Meadville Retirement Plan (plan 030)
- Grede Holdings, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources