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

Active participants

155

Total plan assets

$8.4M

Filings (rows)

Direct comp

$27K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Triple Cities Acquisition, LLC Cook Brothers Companies 401(k) Plan · all filings	BINGHAMTON, NY	Advisor / Consultant	155	$8.4M	$27K	$0