Form 5500 Search

AQUIRE WEALTH ADVISORS DBA DENT

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
2
Active participants
0
Total plan assets
$1.2B
Filings (rows)
2
Direct comp
$146K
Indirect comp
$0

SERVICES PROVIDED

Other1
Advisor / Consultant1

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
DRAPER, UT
Other
NONE
$649.1M$82K
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
DRAPER, UT
Advisor / Consultant
3(38) INVESTMENT MANAGER
$554.2M$63K
AQUIRE WEALTH ADVISORS DBA DENT — Form 5500 Service Provider Profile | Form 5500 Search