KINWELL
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
9
Active participants
9,927
Total plan assets
$1.9B
Filings (rows)
9
Direct comp
$496K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant8
Other1
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $30K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $554.2M | $19K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $446.2M | $25K |
| HUDSON AUTOMOTIVE GROUP HUDSON AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | DANIEL ISLAND, SC | Advisor / Consultant ADVISOR | 3,271 | $92.3M | $74K |
| HUDSON AUTOMOTIVE GROUP HUDSON AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | DANIEL ISLAND, SC | Advisor / Consultant ADVISOR | 3,720 | $69.8M | $66K |
| HUDSON AUTOMOTIVE GROUP HUDSON AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | DANIEL ISLAND, SC | Advisor / Consultant ADVISOR | 2,644 | $44.7M | $60K |
| ATLANTA HEART SPECIALISTS, LLC ATLANTA HEART SPECIALISTS, LLC 401(K) PLAN | TUCKER, GA | Advisor / Consultant INVESTMENT ADVISOR | 105 | $20.5M | $96K |
| ATLANTA HEART SPECIALISTS, LLC ATLANTA HEART SPECIALISTS, LLC 401(K) PLAN | EAST TUCKER, GA | Advisor / Consultant INVESTMENT ADVISOR | 98 | $17.8M | $63K |
| ATLANTA HEART SPECIALISTS, LLC ATLANTA HEART SPECIALISTS, LLC 401(K) PLAN | EAST TUCKER, GA | Advisor / Consultant INVESTMENT ADVISOR | 89 | $15.0M | $64K |