KESTRA FINANCIAL, INC. 401(k) Plan
What public Form 5500 filings show about the KESTRA FINANCIAL, INC. 401(k) plan — and how to find and check your own account.
The KESTRA FINANCIAL, INC. 401(k) on its latest Form 5500
KESTRA FINANCIAL, INC. (EIN 47-1566880) reports KESTRA FINANCIAL, INC. 401(K) PLAN on its most recent Form 5500, with $91.9M in plan assets across 899 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full KESTRA FINANCIAL, INC. filing — schedules, fees, and providers.
Who runs the KESTRA FINANCIAL, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your KESTRA FINANCIAL, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT SERVICE, CHARLES SCHWAB & CO.
How to check your KESTRA FINANCIAL, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask KESTRA FINANCIAL, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).