New Legacy Financial Group

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

Active participants

Total plan assets

$1.6B

Filings (rows)

Direct comp

$21K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings	DRAPER, UT	Other service providers	—	$649.1M	$8K	$0
Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings	DRAPER, UT	Advisor / Consultant	—	$554.2M	$7K	$0
Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings	DRAPER, UT	Advisor / Consultant	—	$446.2M	$7K	$0