TMD WEALTH
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
7
Active participants
2,232
Total plan assets
$1.3B
Filings (rows)
7
Direct comp
$358K
Indirect comp
$0
Aggregating 2 name variants under "TMD WEALTH"
SERVICES PROVIDED
Advisor / Consultant4
Other3
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $28K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant PLAN INVESTMENT ADVISOR | — | $554.2M | $24K |
| SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR | 749 | $28.8M | $86K |
| SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX, AZ | Advisor / Consultant ADVISOR/INVESTMENT ADV | 771 | $23.4M | $88K |
| DENOVA COLLABORATIVE HEALTH DENOVA COLLABORATIVE HEALTH 401(K) PLAN | PHOENIX, AZ | Other NONE | 508 | $8.3M | $34K |
| CREATIVE CARE, INC. CREATIVE CARE, INC. 401K PROFIT SHARING PLAN | KINGMAN, AZ | Other N/A | 204 | $1.2M | $3K |
| V.I.P. MORTGAGE, INC. STRUNK HR, LLC 401(K) PLAN | SCOTTSDALE, AZ | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $96K |