# Healthequity Retirement Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/healthequity-retirement-services-llc-821222973-001

> Healthequity Retirement Services, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthequity Retirement Services, LLC

- **Sponsor EIN:** 821222973

- **Sponsor Address:** 15 W SCENIC POINTE DR., DRAPER, UT, 84020

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $9.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$9.7M|$0|$0|

| 2023|0|$8.2M|$0|$0|

| 2022|0|$6.3M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HEALTHEQUITY RETIREMENT SERVICES|Other Service Provider|$22,490|—|$22,490|

| AMERITAS|Recordkeeper|$12,073|—|$12,073|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS](https://planprovider.pro/provider/ameritas-retirement-plans) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,563

- **Estimated Expense Ratio:** 0.356% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,524|$1,799|$26,951|—|—|

| 2023|$37,526|$1,412|$27,373|—|—|

| 2022|$49,425|$6,961|$42,464|—|—|

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