· 2022–2024 · DOL EFAST2
Search
Search
Browse
Resources
Pricing
Kkestra Investment Services — Form 5500 Service Provider Profile | Form 5500 Search
Home
/
Providers
/
Kkestra Investment Services
Back to search
Kkestra Investment 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
1
Active participants
2,566
Total plan assets
$113.3M
Filings (rows)
1
Direct comp
$0
Indirect comp
$101K
SERVICES PROVIDED
Broker
1
Plans served
All 1 plans
Unlock full export (Pro)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
OBHG Management Services, LLC
OBHG 401(k) Plan ·
all filings
GREENVILLE, SC
Broker
2,566
$113.3M
$0
$101K