Healthequity 401(k) Plan
Sponsored by Healthequity, Inc. · EIN 522383166 · Plan #001
- Total assets
- $297M
- Net assets
- $297M
- Active participants
- 3,190
- With balances
- 4,022
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $303,064 |
| Sageview Advisory Group, Llc | Investment management | $24,964 |
| Qdro Consultants Company, Llc | Other fees | $1,200 |