Form 5500 Search

ASHWORTH WEALTH

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
6
Active participants
2,479
Total plan assets
$1.7B
Filings (rows)
6
Direct comp
$77K
Indirect comp
$0

SERVICES PROVIDED

Other4
Advisor / Consultant2

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
DRAPER, UT
Other
NONE
$649.1M$24K
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
DRAPER, UT
Advisor / Consultant
PLAN INVESTMENT ADVISOR
$554.2M$16K
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
DRAPER, UT
Advisor / Consultant
PLAN INVESTMENT ADVISOR
$446.2M$6K
NUVIA MSO, LLC
RETIREMENT INCOME SECURITY PLAN-NUVIA DENTAL IMPLANT CENTER
COTTONWOOD HEIGHTS, UT
Other
NONE
1,555$6.7M$20K
NUVIA DENTAL IMPLANT CENTER
RETIREMENT INCOME SECURITY PLAN-NUVIA DENTAL IMPLANT CENTER
COTTONWOOD HEIGHTS, UT
Other
NONE
774$2.7M$6K
COLUMBUS FOUNDATION, INC.
RETIREMENT INCOME SECURITY PLAN-COLUMBUS FOUNDATION, INC.
SALT LAKE CITY, UT
Other
NONE
150$1.0M$5K
ASHWORTH WEALTH — Form 5500 Service Provider Profile | Form 5500 Search