PRUDENT INVESTOR ADVISORS
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
6
Active participants
1,577
Total plan assets
$1.9B
Filings (rows)
6
Direct comp
$171K
Indirect comp
$0
SERVICES PROVIDED
Other3
Advisor / Consultant3
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $49K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $554.2M | $41K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $446.2M | $44K |
| PACIFIC UNIVERSITY PACIFIC UNIVERSITY SECTION 403(B) PLAN | FOREST GROVE, OR | Other NONE | 1,342 | $243.3M | $19K |
| TAXHAWK, INC. RETIREMENT INCOME SECURITY PLAN-TAXHAWK, INC. | PROVO, UT | Other NONE | 148 | $36.5M | $7K |
| PEDIATRIC AND INTERNAL MEDICINE SPECIALIST, INC. PEDIM HEALTHCARE 401(K) SAFE HARBOR RETIREMENT PLAN | LECANTO, FL | Advisor / Consultant ADVISOR | 87 | $2.3M | $11K |