What public Form 5500 filings show about the Equity Valuation Partners Inc. 401(k) plan — and how to find and check your own account.
Equity Valuation Partners Inc. (EIN 27-1499986) reports EQUITY VALUATION PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.5M in plan assets across 69 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Equity Valuation Partners Inc. filing — schedules, fees, and providers.
Equity Valuation Partners Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Equity Valuation Partners Inc.HR for the recordkeeper’s name and login.
