Kestra Investment Services LLC
Austin, TX
Kestra Investment Services LLC of Austin, TX is the broker of record on 405 Form 5500 Schedule A filings covering 254 employer benefit plans across 34 states, with $5,548,192 in reported broker commissions (plan year 2025).
Quick answer
Kestra Investment Services LLC (Austin, TX) is the broker of record for 254 employer benefit plan sponsors on 405 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kestra Investment Services LLC have?
- Kestra Investment Services LLC is named as broker on Form 5500 Schedule A filings for 254 distinct plan sponsors in 34 states.
- Who are Kestra Investment Services LLC's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Edustaff, LLC (56,898 participants).
- How much does Kestra Investment Services LLC earn in commissions?
- Insurers reported $5.5 million in broker commissions and $119,292 in fees paid to Kestra Investment Services LLC for plan year 2025, per Schedule A Part 1.
- Where is Kestra Investment Services LLC located?
- Kestra Investment Services LLC is based in Austin, TX and has employer clients in 34 states.
- How does Kestra Investment Services LLC rank among benefits brokers in Texas?
- Kestra Investment Services LLC ranks #7 by employer clients among the 50 most active benefits brokers based in Texas.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kestra Investment Services LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Edustaff, LLC | MI | 56,898 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.