Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
53
/ 100
Grade D
Below-average — multiple flags
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.
Compliance & integrity
85
Total plan cost
24
Plan health
4
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUINOX HOLDINGS, INC..
34 direct securities · 1 pooled fund· $179.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Other securities
$172.7M
30 holdings
Common Stock
$2.3M
1 holding
Common Collective Trust
$2.2M
1 holding
Bonds / Notes
$2.0M
1 holding
Cash / Money Market
$128K
1 holding
Mutual Funds
$47K
1 holding
PI
% of plan
Fidelity Investments Fidelity Freedom® Index 2045 Fund
Other securities
—
—
$25.3M
13.9%
Fidelity Investments Fidelity Freedom® Index 2050 Fund
Other securities
—
—
$23.7M
13.0%
Fidelity Investments Fidelity Freedom® Index 2055 Fund
Other securities
—
—
$21.1M
11.6%
Fidelity Investments Fidelity® 500 Index Fund
Other securities
—
—
$18.3M
10.0%
Fidelity Investments Fidelity Freedom® Index 2040 Fund
Other securities
—
—
$17.8M
9.8%
Fidelity Investments Fidelity Freedom® Index 2035 Fund
Other securities
—
—
$14.5M
7.9%
Fidelity Investments Fidelity Freedom® Index 2030 Fund
Other securities
—
—
$11.0M
6.1%
Fidelity Investments Fidelity Freedom® Index 2060 Fund
Other securities
—
—
$10.8M
5.9%
Fidelity Investments Fidelity Freedom® Index 2025 Fund
Other securities
—
—
$7.2M
3.9%
JPMorgan Large Cap Growth Fund
Other securities
—
—
$4.0M
2.2%
Fidelity Investments Fidelity® Small Cap Index Fund
Other securities
—
—
$2.5M
1.4%
The Vanguard Group Vanguard Equity-Income Admiral
Common Stock
—
—
$2.3M
1.2%
Similar Party Collateral, Par, or Maturity Value Cost** Value Self-Directed Brokerage Accounts * Fidelity Investments BrokerageLink