Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Investment manager | — | $649.1M | $49K | $0 |
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Advisor / Consultant | — | $554.2M | $41K | $0 |
| Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings | DRAPER, UT | Advisor / Consultant | — | $446.2M | $44K | $0 |
| Pacific University Pacific University Section 403(b) Plan · all filings | FOREST GROVE, OR | Investment manager | 1,342 | $243.3M | $19K | $0 |
| Taxhawk, Inc. Retirement Income Security Plan-Taxhawk, Inc. · all filings | PROVO, UT | Investment manager | 148 | $36.5M | $7K | $0 |
| Pediatric and Internal Medicine Specialist, Inc. Pedim Healthcare 401(k) Safe Harbor Retirement Plan · all filings | LECANTO, FL | Advisor / Consultant | 87 | $2.3M | $11K | $0 |
