Plan Snapshot
- Plan Sponsor: Kestra Financial, INC.
- Sponsor EIN: 471566880
- Sponsor Address: 5707 SOUTHWEST PKWY, AUSTIN, TX, 78735
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 948
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 948 | $0 | $0 | $0 |
| 2024 | 873 | $0 | $0 | $0 |
| 2023 | 803 | $0 | $0 | $0 |
| 2022 | 802 | $0 | $0 | $0 |