CAPASSO PLANNING PARTNERS
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
3
Active participants
0
Total plan assets
$1.6B
Filings (rows)
3
Direct comp
$70K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Other1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $32K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant PLAN INVESTMENT ADVISOR | — | $554.2M | $21K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant PLAN INVESTMENT ADVISOR | — | $446.2M | $17K |