· 2022–2024 · DOL EFAST2
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KESTRA ADIVSORY SERVICES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
155
Total plan assets
$8.4M
Filings (rows)
1
Direct comp
$27K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
TRIPLE CITIES ACQUISITION, LLC
COOK BROTHERS COMPANIES 401(K) PLAN
BINGHAMTON, NY
Advisor / Consultant
155
$8.4M
$27K
$0
KESTRA ADIVSORY SERVICES — Form 5500 Service Provider Profile | Form 5500 Search
