Kestra Investment Service

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

107,044

Total plan assets

$89.2M

Filings (rows)

Direct comp

Indirect comp

$136K

Showing only "KESTRA INVESTMENT SERVICE"

View all 6 variants aggregated →

KESTRA INVESTMENT SERVICES1,350 KESTRA INVESTMENT SERVICE4 KESTRA INVESTMENTS2 KESTRA INVESTMENT1 KESTRA INVESTMENT SERVICS1 KESTRA INVESTMENTS SERVICES1

SERVICES PROVIDED

Broker2

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OBHG Management Services, LLC OBHG 401(k) Plan · all filings	GREENVILLE, SC	Advisor / Consultant	1,549	$66.9M	$0	$111K
Yeled Vyalda E.C.C., Inc. Yeled Vyalda E.C.C., Inc. Employees 401(k) Plan · all filings	BROOKLYN, NY	Other service providers	419	$8.4M	$0	$22K
Edustaff, LLC Edustaff, LLC 401(k) Plan · all filings	GRAND RAPIDS, MI	Broker	55,646	$7.8M	$0	$1K
Edustaff, LLC Edustaff, LLC 401(k) Plan · all filings	GRAND RAPIDS, MI	Broker	49,430	$6.1M	$0	$2K