Healthequity Retirement Services Plan Motivhealth Insurance Company
Sponsored by Motivhealth Insurance Company · EIN 473906935 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 198
- With balances
- 224
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Investment advisory (plan) | $10,495 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $9,735 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $773 |