Kestra Investments

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

18,654

Total plan assets

$1.7B

Filings (rows)

Direct comp

$20K

Indirect comp

$70K

Aggregating 2 name variants under "KESTRA INVESTMENTS"

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KESTRA INVESTMENTS2 KESTRA INVESTMENTS SERVICES1

SERVICES PROVIDED

Broker2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Peraton Corp. Peraton Corp. Retirement Savings Plan · all filings	RESTON, VA	Advisor / Consultant	17,590	$1.7B	$20K	$0
9DOT Education Solutions, LLC 9DOT 401(k) Plan · all filings	PASADENA, CA	Broker	743	$40.9M	$0	$54K
Whitney Center, Inc. Whitney Center, Inc. Comprehensive Retirement Plan · all filings	HAMDEN, CT	Broker	321	$6.8M	$0	$16K