Filings through .
Kestra Financial
Matched across 169 name variants in the filings
Kestra Financial summary
Kestra Financial appears on 898 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $45.7B in assets for 1,888,535 participants. The median client plan holds $16.7M. Most client plans are sponsored in MD, VA and FL. The largest clients by plan assets are Paychex Retirement LLC, D.R. Horton, Inc. and Sunbelt Rentals, Inc.. Plans reported $29.6M in direct and indirect compensation paid to Kestra Financial. The median is $26K per plan.
- Participants
- 1,888,535
- Median plan assets
- $16.7M
- Median plan participants
- 313
- Median fees per plan
- $26K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Paychex Retirement LLC | NY | $2.8B | 759,234 |
| D.R. Horton, Inc. | TX | $1.7B | 26,408 |
| Sunbelt Rentals, Inc. | SC | $1.4B | 19,700 |
| Techtronic Industries North America, Inc. | FL | $1.2B | 21,184 |
| Kohlberg Kravis Roberts & Co. L.P. | NY | $1.2B | 4,595 |
| Futureplan Fiduciary Services, LLC | MA | $912M | 200,161 |
| 84 Lumber Company, L.P. | PA | $896M | 12,369 |
| Sinclair, Inc. | MD | $748M | 9,376 |
| Hensel Phelps Construction Co | CO | $741M | 4,746 |
| Coca-Cola Bottling Company United, Inc. | AL | $696M | 11,447 |
| Wgu Corporation | UT | $655M | 11,726 |
| Principal Life Insurance Company | IA | $651M | 163,954 |
| Jones Walker LLP | LA | $535M | 871 |
| Presidio LLC | VA | $525M | 3,728 |
| Sunrise Senior Living, LLC | VA | $406M | 27,675 |
| Carrix, Inc., plan 002 | WA | $391M | 1,730 |
| Keller Management Services, LLC | MD | $355M | 4,249 |
| The Finway Group | IA | $334M | 8,994 |
| Rocket Software, Inc. | MA | $332M | 1,563 |
| Pentegra Services, Inc | CT | $331M | 16,089 |
| Carrix, Inc., plan 003 | WA | $323M | 1,835 |
| Newport Group, Inc. | PA | $306M | 15,010 |
| Hitt Contracting Inc. | VA | $298M | 5,117 |
| Trimedx Holdings, LLC | IN | $294M | 4,185 |
| Revere Health | UT | $279M | 3,016 |
- NYParticipants 759,234
- D.R. Horton, Inc.$1.7BTXParticipants 26,408
- SCParticipants 19,700
- FLParticipants 21,184
- NYParticipants 4,595
- MAParticipants 200,161
- PAParticipants 12,369
- Sinclair, Inc.$748MMDParticipants 9,376
- COParticipants 4,746
- ALParticipants 11,447
- Wgu Corporation$655MUTParticipants 11,726
- IAParticipants 163,954
- Jones Walker LLP$535MLAParticipants 871
- Presidio LLC$525MVAParticipants 3,728
- VAParticipants 27,675
- WAParticipants 1,730
- MDParticipants 4,249
- The Finway Group$334MIAParticipants 8,994
- MAParticipants 1,563
- CTParticipants 16,089
- WAParticipants 1,835
- Newport Group, Inc.$306MPAParticipants 15,010
- VAParticipants 5,117
- INParticipants 4,185
- Revere Health$279MUTParticipants 3,016
Top client states
- MD75 plans
- VA73 plans
- FL68 plans
- TX68 plans
- NY58 plans
Frequently asked questions
- Who uses Kestra Financial?
- 898 retirement plans list Kestra Financial as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Paychex Retirement LLC, D.R. Horton, Inc., Sunbelt Rentals, Inc., Techtronic Industries North America, Inc. and Kohlberg Kravis Roberts & Co. L.P.. Most client plans are sponsored in MD, VA and FL.
- How many plans does Kestra Financial serve?
- Kestra Financial serves 898 retirement plans with $45.7B in plan assets and 1,888,535 participants, based on the latest Form 5500 filings through 2024.
- What does Kestra Financial charge?
- Plans reported $29.6M in total Schedule C compensation paid to Kestra Financial. The median plan paid $26K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Kestra Financial as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 23 |
| Fidelity (FMR) | 19 |
| BlackRock | 18 |
| Capital Group | 11 |
| T. Rowe Price | 9 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.