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Senior Plan Administrator

Merkley Retirement Consultants
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Heritage Pension Advisors, Inc.
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Plan Installation Manager

July Business Services
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Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
(Remote / Wexford PA)

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Retirement Plan Administrator

Compensation Strategies Group, Ltd.
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DWC ERISA Consultants LLC
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2023 Year-End Devenir HSA Research Report (PDF)
Devenir Link to more items from this source
Mar. 26, 2024

12 pages. "Supported by stock market tailwinds, HSA assets saw record growth during 2023.... At the end of 2023, there were $123 billion in HSA assets held in over 37 million accounts, a year-over-year increase of 19% for assets and 5% for accounts.... About 2.9 million HSAs, representing almost 8% of all accounts, have at least a portion of their HSA dollars invested.... Account holders contributed $50 billion to their accounts in 2023 (up 7% from the year prior) and withdrew $39 billion from their accounts during 2023 (up 13% from year prior)."

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