HEALTHEQUITY RETIREMENT
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
73
Active participants
33,002
Total plan assets
$2.1B
Filings (rows)
73
Direct comp
$5.5M
Indirect comp
$0
Aggregating 2 name variants under "HEALTHEQUITY RETIREMENT"
SERVICES PROVIDED
Other73
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| RETIREMENT INCOME SECURITY PLAN | 93 |
| HEALTHEQUITY RETIREMENT SERVICES PL | 2 |
Top plans served
All 73 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $1.7M |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other PLAN SPONSOR | — | $554.2M | $1.4M |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other PLAN SPONSOR | — | $446.2M | $1.3M |
| BARNEY TRUCKING, INC. RETIREMENT INCOME SECURITY PLAN-BARNEY TRUCKING | SALINA, UT | Other NONE | 642 | $18.3M | $28K |
| BARNEY TRUCKING, INC. RETIREMENT INCOME SECURITY PLAN-BARNEY TRUCKING | SALINA, UT | Other NONE | 678 | $15.2M | $28K |
| BARNEY TRUCKING, INC. RETIREMENT INCOME SECURITY PLAN-BARNEY TRUCKING | SALINA, UT | Other NONE | 569 | $12.9M | $27K |
| MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE, WA | Other NONE | 2,349 | $12.7M | $32K |
| MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE, WA | Other NONE | 2,563 | $12.0M | $25K |
| PROVIDENCE HALL RETIREMENT INCOME SECURITY PLAN-PROVIDENCE HALL | HERRIMAN, UT | Other NONE | 209 | $11.6M | $20K |
| NORTHWEST RESTAURANTS, INC RETIREMENT INCOME SECURITY PLAN-NORTHWEST RESTAURANTS, INC | WOODINVILLE, WA | Other NONE | 3,061 | $11.4M | $26K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC HEALTHEQUITY RETIREMENT SERVICES PLAN | DRAPER, UT | Other PLAN SPONSOR | — | $9.7M | $22K |
| CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN, UT | Other NONE | 178 | $9.5M | $20K |
| PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY, UT | Other NONE | 95 | $9.4M | $21K |
| PROVIDENCE HALL RETIREMENT INCOME SECURITY PLAN-PROVIDENCE HALL | HERRIMAN, UT | Other NONE | 206 | $9.4M | $19K |
| NORTHWEST RESTAURANTS, INC RETIREMENT INCOME SECURITY PLAN-NORTHWEST RESTAURANTS, INC | WOODINVILLE, WA | Other NONE | 2,512 | $9.4M | $20K |
| CAPITAL PREMIUM FINANCING, LLC RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC | DRAPER, UT | Other NONE | 161 | $9.2M | $20K |
| MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE, WA | Other NONE | 2,800 | $9.2M | $22K |
| SURE STEEL, INC. RETIREMENT INCOME SECURITY PLAN-SURE STEEL, INC. | SOUTH WEBER, UT | Other NONE | 530 | $9.0M | $18K |
| REDSTONE RESIDENTIAL, INC. RETIREMENT INCOME SECURITY PLAN-REDSTONE RESIDENTIAL, INC. | PROVO, UT | Other NONE | 616 | $8.7M | $17K |
| AMERICAN CRAFTS, L.C. RETIREMENT INCOME SECURITY PLAN-AMERICAN CRAFTS L.C. | LINDON, UT | Other NONE | 166 | $8.6M | $48K |
| AMERICAN CRAFTS, LLC RETIREMENT INCOME SECURITY PLAN-AMERICAN CRAFTS, LLC | LINDON, UT | Other NONE | 236 | $8.5M | $40K |
| NIGHTINGALE COLLEGE, LLC RETIREMENT INCOME SECURITY PLAN-NIGHTINGALE COLLEGE, LLC | SALT LAKE CITY, UT | Other NONE | 697 | $8.5M | $14K |
| CASPER'S ICE CREAM LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND, UT | Other NONE | 224 | $8.3M | $20K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC HEALTHEQUITY RETIREMENT SERVICES PLAN | DRAPER, UT | Other PLAN SPONSOR | — | $8.2M | $18K |
| PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY, UT | Other NONE | 102 | $7.8M | $17K |
| PROVIDENCE HALL RETIREMENT INCOME SECURITY PLAN-PROVIDENCE HALL | HERRIMAN, UT | Other NONE | 210 | $7.7M | $19K |
| CASPER'S ICE CREAM, LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND, UT | Other NONE | 193 | $7.6M | $16K |
| CAPITAL PREMIUM FINANCING, LLC RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC | DRAPER, UT | Other NONE | 148 | $7.4M | $16K |
| SURE STEEL, INC. RETIREMENT INCOME SECURITY PLAN-SURE STEEL, INC. | SOUTH WEBER, UT | Other NONE | 391 | $7.3M | $14K |
| AMERICAN CRAFTS, LLC RETIREMENT INCOME SECURITY PLAN-AMERICAN CRAFTS, LLC | LINDON, UT | Other NONE | 258 | $7.1M | $39K |
| CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN, UT | Other NONE | 151 | $7.1M | $14K |
| NORTHWEST RESTAURANTS, INC RETIREMENT INCOME SECURITY PLAN-NORTHWEST RESTAURANTS, INC | WOODINVILLE, WA | Other NONE | 1,858 | $7.1M | $19K |
| NUVIA MSO, LLC RETIREMENT INCOME SECURITY PLAN-NUVIA DENTAL IMPLANT CENTER | COTTONWOOD HEIGHTS, UT | Other NONE | 1,555 | $6.7M | $10K |
| REDSTONE RESIDENTIAL, INC. RETIREMENT INCOME SECURITY PLAN-REDSTONE RESIDENTIAL, INC. | PROVO, UT | Other NONE | 617 | $6.6M | $11K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC HEALTHEQUITY RETIREMENT SERVICES PLAN | DRAPER, UT | Other PLAN SPONSOR | — | $6.3M | $18K |
| LARITECH, INC. RETIREMENT INCOME SECURITY PLAN-LARITECH, INC. | MOORPARK, CA | Other NONE | 128 | $6.1M | $13K |
| PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY, UT | Other NONE | 111 | $6.1M | $15K |
| MIDWEST FLOOR COVERINGS, INC. RETIREMENT INCOME SECURITY PLAN-MIDWEST FLOOR COVERINGS, INC. | SALT LAKE CITY, UT | Other NONE | 97 | $6.1M | $27K |
| PROPIO LS, LLC RETIREMENT INCOME SECURITY PLAN-PROPIO LS, LLC | OVERLAND PARK, KS | Other NONE | 197 | $6.1M | $12K |
| CASPER'S ICE CREAM, LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND, UT | Other NONE | 206 | $5.9M | $16K |
| CAPITAL PREMIUM FINANCING, LLC RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC | DRAPER, UT | Other NONE | 141 | $5.7M | $14K |
| MIDWEST FLOOR COVERINGS, INC. RETIREMENT INCOME SECURITY PLAN-MIDWEST FLOOR COVERINGS, INC. | SALT LAKE CITY, UT | Other NONE | 105 | $5.7M | $23K |
| IMPACT HEALTHCARE, LLC RETIREMENT INCOME SECURITY PLAN-IMPACT HEALTHCARE, LLC | LEHI, UT | Other NONE | 883 | $5.6M | $12K |
| SURE STEEL, INC. RETIREMENT INCOME SECURITY PLAN-SURE STEEL, INC. | SOUTH WEBER, UT | Other NONE | 267 | $5.5M | $13K |
| CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN, UT | Other NONE | 150 | $5.0M | $11K |
| MOTIVHEALTH INSURANCE COMPANY HEALTHEQUITY RETIREMENT SERVICES PLAN-MOTIVHEALTH INSURANCE COMPANY | SOUTH JORDAN, UT | Other NONE | 198 | $4.9M | $10K |
| LELAND MANAGEMENT, INC. RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. | ORLANDO, FL | Other NONE | 355 | $4.8M | $19K |
| MIDWEST FLOOR COVERINGS, INC. RETIREMENT INCOME SECURITY PLAN-MIDWEST FLOOR COVERINGS, INC. | SALT LAKE CITY, UT | Other NONE | 120 | $4.6M | $21K |
| ANTOON HOSPITALITY GROUP, LLC RETIREMENT INCOME SECURITY PLAN-ANTOON HOSPITALITY GROUP | ALEXANDRIA, LA | Other NONE | 123 | $4.6M | $12K |
| TRIMLITE, LLC RETIREMENT INCOME SECURITY PLAN-TRIMLITE, LLC | RENTON, WA | Other NONE | 156 | $4.6M | $12K |
| TERAFLEX, INC. RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. | WEST JORDAN, UT | Other NONE | 134 | $4.5M | $10K |
| TERAFLEX, INC. RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. | WEST JORDAN, UT | Other NONE | 109 | $4.2M | $11K |
| IMPACT HEALTHCARE, LLC RETIREMENT INCOME SECURITY PLAN-IMPACT HEALTHCARE, LLC | LEHI, UT | Other NONE | 827 | $4.1M | $8K |
| REDSTONE RESIDENTIAL, INC. RETIREMENT INCOME SECURITY PLAN-REDSTONE RESIDENTIAL, INC. | PROVO, UT | Other NONE | 489 | $4.0M | $8K |
| LELAND MANAGEMENT, INC. RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. | ORLANDO, FL | Other NONE | 340 | $3.9M | $14K |
| MOTIVHEALTH INSURANCE COMPANY HEALTHEQUITY RETIREMENT SERVICES PLAN-MOTIVHEALTH INSURANCE COMPANY | SOUTH JORDAN, UT | Other NONE | 186 | $3.8M | $8K |
| MC RESIDENTIAL COMMUNITIES, LLC RETIREMENT INCOME SECURITY PLAN-MC RESIDENTIAL COMMUNITIES, LLC | SCOTTSDALE, AZ | Other NONE | 236 | $3.6M | $8K |
| TERAFLEX, INC. RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. | WEST JORDAN, UT | Other NONE | 165 | $3.5M | $8K |
| PROPIO LS, LLC RETIREMENT INCOME SECURITY PLAN-PROPIO LS, LLC | OVERLAND PARK, KS | Other NONE | 133 | $3.5M | $7K |
| FARWEST SPORTS INC RETIREMENT INCOME SECURITY PLAN-FARWEST SPORTS INC | FIFE, WA | Other NONE | 123 | $3.3M | $8K |
| MC RESIDENTIAL COMMUNITIES, LLC RETIREMENT INCOME SECURITY PLAN-MC RESIDENTIAL COMMUNITIES, LLC | SCOTTSDALE, AZ | Other NONE | 240 | $3.3M | $7K |
| TIGE BOATS, INC. RETIREMENT INCOME SECURITY PLAN-TIGE BOATS, INC. | ABILENE, TX | Other NONE | 363 | $3.3M | $18K |
| SPEED OF LIGHT OPS, LLC DBA SOLO RETIREMENT INCOME SECURITY PLAN-SOLO | LEHI, UT | Other NONE | 91 | $3.1M | $8K |
| SAKUMA BROS. HOLDING CO., INC. RETIREMENT INCOME SECURITY PLAN-SAKUMA BROS. HOLDING CO, INC. | BURLINGTON, WA | Other NONE | 304 | $3.0M | $11K |
| TELOS RESIDENTIAL TREATMENT CENTER, LLC RETIREMENT INCOME SECURITY PLAN-TELOS RTC | OREM, UT | Other NONE | 138 | $2.9M | $7K |
| LELAND MANAGEMENT, INC. RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. | ORLANDO, FL | Other NONE | 317 | $2.9M | $12K |
| MOTIVHEALTH INSURANCE COMPANY HEALTHEQUITY RETIREMENT SERVICES PLAN-MOTIVHEALTH INSURANCE COMPANY | SOUTH JORDAN, UT | Other NONE | 143 | $2.8M | $6K |
| IMPACT HEALTHCARE, LLC RETIREMENT INCOME SECURITY PLAN-IMPACT HEALTHCARE, LLC | OREM, UT | Other NONE | 864 | $2.7M | $7K |
| MC RESIDENTIAL COMMUNITIES, LLC RETIREMENT INCOME SECURITY PLAN-MC RESIDENTIAL COMMUNITIES, LLC | SCOTTSDALE, AZ | Other NONE | 303 | $2.7M | $6K |
| JANE MARKETPLACE, LLC RETIREMENT INCOME SECURITY PLAN-JANE MARKETPLACE, LLC | LEHI, UT | Other NONE | 0 | $2.6M | $11K |
| JANE MARKETPLACE, LLC RETIREMENT INCOME SECURITY PLAN-JANE MARKETPLACE, LLC | LEHI, UT | Other NONE | 140 | $2.6M | $7K |
| TELOS RESIDENTIAL TREATMENT CENTER, LLC RETIREMENT INCOME SECURITY PLAN-TELOS RTC | OREM, UT | Other NONE | 145 | $2.4M | $5K |
| UT-TEX, INC. RETIREMENT INCOME SECURITY PLAN-VISTA ADOLESCENT TREATMENT CENTER | SALT LAKE CITY, UT | Other NONE | 0 | $1 | $6K |