Form 5500 Search

VANTAGE 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
1
Active participants
0
Total plan assets
$446.2M
Filings (rows)
1
Direct comp
$26K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
DRAPER, UT
Advisor / Consultant
PLAN INVESTMENT ADVISOR
$446.2M$26K
VANTAGE ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search