Kestra Private Wealth 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

22,165

Total plan assets

$16.9B

Filings (rows)

Direct comp

$135K

Indirect comp

$21

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	17,444	$16.8B	$20K	$0
Allan Industries, Inc. Allan Industries, Inc. 401(k) Profit Sharing · all filings	ROCKAWAY, NJ	Advisor / Consultant	1,072	$14.4M	$45K	$6
Allan Industries, Inc. Allan Industries, Inc. 401(k) Profit Sharing · all filings	ROCKAWAY, NJ	Advisor / Consultant	1,533	$12.1M	$35K	$6
Allan Industries, Inc. Allan Industries, Inc. 401(k) Profit Sharing · all filings	ROCKAWAY, NJ	Advisor / Consultant	2,116	$9.8M	$35K	$9