Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Plan Administrator; Claims processing... | $9,920 |
AMERITAS LIFE INSURANCE CORP3 years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Partici... | $6,757 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $747 |
8 funds of $250K or more; 12 lines in all, holding $4.4M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.1M | 70.8% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $269K | 6.1% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $172K | 3.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $164K | 3.7% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $161K | 3.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $145K | 3.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $127K | 2.9% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $91K | 2.1% |
| DFA Inflation Protected Sec I Dimensional · Mutual fund | $58K | 1.3% |
| DFA Intrmd-Term Extended Quality Port Dimensional · Mutual fund | $56K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.