Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Healthequity Retirement Services, L
Healthequity Retirement Services, L
- Service provider, as named on Schedule C
- EIN 821222973
- Plan year 2024
- Direct compensation reported $422,730
Assets of those plans
$179,551,326
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$422,730
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 12 | Claims processing | 23 |
| 14 | Plan administrator | 23 |
| 31 | Named fiduciary | 23 |
| 37 | Participant loan processing | 23 |
| 50 | Direct payment from the plan | 23 |
| 99 | Other fees | 23 |
| 27 | Investment advisory (plan) | 14 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Retirement Income Security Plan-barney Trucking | Barney Trucking | $18,304,341 | 599 | $28,389 |
| Retirement Income Security Plan-mod Pizza | MOD Super Fast Pizza | $12,690,395 | 3,294 | $32,092 |
| Retirement Income Security Plan-providence Hall | Providence Hall | $11,602,900 | 378 | $19,957 |
| Retirement Income Security Plan-northwest Restaurants, Inc | Northwest Restaurants | $11,429,614 | 314 | $25,712 |
| Retirement Income Security Plan-calltower, Inc. | Calltower | $9,480,793 | 143 | $20,126 |
| Retirement Income Security Plan-pw Companies, LLC | PW Companies | $9,439,503 | 157 | $21,463 |
| Retirement Income Security Plan-capital Premium Financing, LLC | Capital Premium Financing | $9,234,448 | 172 | $20,451 |
| Retirement Income Security Plan-sure Steel, Inc. | Sure Steel | $8,968,218 | 163 | $18,311 |
| Retirement Income Security Plan-redstone Residential, Inc. | Redstone Residential | $8,713,901 | 370 | $16,979 |
| Retirement Income Security Plan-american Crafts L.C. | American Crafts L.C. | $8,648,072 | 256 | $48,103 |
| Retirement Income Security Plan-nightingale College, LLC | Nightingale College | $8,503,351 | 716 | $14,436 |
| Retirement Income Security Plan-fatboy Ice Cream | Casper's Ice Cream | $8,281,186 | 185 | $19,628 |
| Retirement Income Security Plan-nuvia Dental Implant Center | Nuvia MSO | $6,724,104 | 1,404 | $10,239 |
| Retirement Income Security Plan-laritech, Inc. | Laritech | $6,145,711 | 115 | $13,479 |
| Retirement Income Security Plan-midwest Floor Coverings, Inc. | Midwest Floor Coverings | $6,093,604 | 119 | $26,820 |
| Retirement Income Security Plan-propio LS, LLC | Propio LS | $6,063,216 | 251 | $11,781 |
| Retirement Income Security Plan-impact Healthcare, LLC | Impact Healthcare | $5,570,812 | 221 | $11,634 |
| Healthequity Retirement Services Plan-motivhealth Insurance Company | Motivhealth Insurance | $4,896,679 | 224 | $10,495 |
| Retirement Income Security Plan-leland Management, Inc. | Leland Management | $4,815,511 | 379 | $18,647 |
| Retirement Income Security Plan-teraflex, Inc. | Teraflex | $4,242,293 | 110 | $10,754 |
| Retirement Income Security Plan-mc Residential Communities, LLC | MC Residential Communities | $3,649,534 | 145 | $8,446 |
| Retirement Income Security Plan-solo | Speed of Light OPS LLC DBA Solo | $3,148,913 | 104 | $7,629 |
| Retirement Income Security Plan-telos RTC | Telos Residential Treatment Center | $2,904,227 | 174 | $7,159 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.