# Healthequity Retirement Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/healthequity-retirement-services-llc-821222973-333

> 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:** 333

- **Total Participants:** 0

- **Total Assets:** $649.1M

## 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|$649.1M|$0|$0|

| 2023|0|$554.2M|$0|$0|

| 2022|0|$446.2M|$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, L|Other Service Provider|$1,650,548|—|$1,650,548|

| AMERITAS LIFE INSURANCE CORP|Recordkeeper|$986,626|—|$986,626|

| INTEGRITY FINANCIAL|Investment Advisor|$576,925|—|$576,925|

| EP WEALTH ADVISORS, INC.|Other Service Provider|$355,652|—|$355,652|

| SPECTRA MANAGEMENT, LLC|Other Service Provider|$218,034|—|$218,034|

| MATRIX TRUST COMPANY|Recordkeeper|$128,248|—|$128,248|

| OSAIC WEALTH, INC.|Investment Advisor|$109,745|—|$109,745|

| AQUIRE WEALTH ADVISORS LLC DBA DENT|Other Service Provider|$82,409|—|$82,409|

| IRON FIDUCIARY, AN OFFERING BY CREA|Investment Advisor|$63,478|—|$63,478|

| THE NORDEN GROUP|Other Service Provider|$49,610|—|$49,610|

| PRUDENT INVESTOR ADVISORS|Other Service Provider|$49,023|—|$49,023|

| KEELER THOMAS MANAGEMENT LLC|Other Service Provider|$42,039|—|$42,039|

| GBS RETIRE|Investment Advisor|$35,109|—|$35,109|

| CAPASSO PLANNING PARTNERS|Other Service Provider|$32,132|—|$32,132|

| KINWELL LLC|Other Service Provider|$30,295|—|$30,295|

| ARK ADVISORS|Other Service Provider|$29,811|—|$29,811|

| PROSPERITAS FINANCIAL|Other Service Provider|$29,267|—|$29,267|

| TMD WEALTH MANAGEMENT|Other Service Provider|$28,466|—|$28,466|

| AMUSSEN HUNSAKER & ASSOCIATES LLC|Other Service Provider|$25,979|—|$25,979|

| ASHWORTH WEALTH, LLC|Other Service Provider|$24,257|—|$24,257|

| STEP BY STEP FINANCIAL, LLC|Other Service Provider|$24,124|—|$24,124|

| FICADENTI TANDON ASSET MANAGEMENT,|Other Service Provider|$11,653|—|$11,653|

| PEAK WEALTH ADVISORS|Other Service Provider|$10,367|—|$10,367|

| TCG ADVISORY SERVICES, LLC|Other Service Provider|$10,110|—|$10,110|

| MINDSHARE BENEFITS AND INSURANCE SE|Other Service Provider|$9,144|—|$9,144|

| GREGORY ADVISORS INC.|Other Service Provider|$8,532|—|$8,532|

| BAS PARTNERS|Auditor|$8,320|—|$8,320|

| VINCIMUS CAPITAL, LLC|Other Service Provider|$8,107|—|$8,107|

| NEW LEGACY FINANCIAL GROUP|Investment Advisor|$7,910|—|$7,910|

| RAYMOND JAMES FINANCIAL SERVICES|Investment Advisor|$7,064|—|$7,064|

| THOMPSON ADVISORY SERVICES, LLC|Other Service Provider|$5,744|—|$5,744|

| RESOURCE INVESTMENT ADVISORS LLC|Recordkeeper|$5,697|—|$5,697|

| SCB COMPLIANCE, LLC|Other Service Provider|$5,630|—|$5,630|

| LPL HOLDINGS, INC|Other Service Provider|$5,161|—|$5,161|

### Verified Provider Profiles

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

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

- [INTEGRITY FINANCIAL](https://planprovider.pro/provider/integrity-financial-corporation) — Investment Advisor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — Investment Advisor

- [IRON FIDUCIARY, AN OFFERING BY CREA](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [GBS RETIRE](https://planprovider.pro/provider/gbs-retire) — Investment Advisor

- [BAS PARTNERS](https://planprovider.pro/provider/bas-partners) — Auditor

- [NEW LEGACY FINANCIAL GROUP](https://planprovider.pro/provider/legacy-financial-group) — Investment Advisor

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

- [RESOURCE INVESTMENT ADVISORS LLC](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:** $4,675,216

- **Estimated Expense Ratio:** 0.720% 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|$5,372,586|$2,587,838|$2,160,332|$8,320|—|

| 2023|$4,462,403|$1,541,680|$2,374,210|$2,700|—|

| 2022|$4,763,725|$1,432,915|$3,330,810|—|—|

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