Kestra Advisors

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

1,864

Total plan assets

$123.6M

Filings (rows)

Direct comp

$116K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tampa Armature Works, Inc. TAW 401(k) and Profit Sharing Plan · all filings	RIVERVIEW, FL	Investment manager	467	$45.8M	$50K	$0
Tampa Armature Works, Inc. TAW 401(k) and Profit Sharing Plan · all filings	RIVERVIEW, FL	Investment manager	412	$42.7M	$8K	$0
ASHE Memorial Hospital, Inc. ASHE Memorial Hospital 403(b) Plan · all filings	JEFFERSON, NC	Advisor / Consultant	355	$13.8M	$12K	$0
ASHE Memorial Hospital ASHE Memorial Hospital 403(b) Plan · all filings	JEFFERSON, NC	Advisor / Consultant	294	$11.2M	$21K	$0
ASHE Memorial Hospital, Inc. ASHE Memorial Hospital 403(b) Plan · all filings	JEFFERSON, NC	Advisor / Consultant	336	$10.1M	$24K	$0