KESTRA FINANCIAL/NFP
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
4
Active participants
1,844
Total plan assets
$15.0M
Filings (rows)
4
Direct comp
$23K
Indirect comp
$0
Aggregating 2 name variants under "KESTRA FINANCIAL/NFP"
SERVICES PROVIDED
Other2
Advisor / Consultant2
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NORTH AMERICAN SECURITY, INC. NORTH AMERICAN SECURITY RETIREMENT PLAN | EDMOND, OK | Other NONE | 386 | $5.1M | $12K |
| NORTH AMERICAN SECURITY, INC. NORTH AMERICAN SECURITY RETIREMENT PLAN | EDMOND, OK | Advisor / Consultant ADVISOR | 504 | $4.3M | $0 |
| NORTH AMERICAN SECURITY, INC. NORTH AMERICAN SECURITY RETIREMENT PLAN | EDMOND, OK | Advisor / Consultant ADVISOR | 539 | $3.1M | $8K |
| SIMAREN CORPORATION WISDOM PROTECTIVE SERVICES RETIREMENT PLAN | WESTBURY, NY | Other NONE | 415 | $2.5M | $4K |