How big is Instl Equities Inc.'s plan?

Instl Equities Inc.'s plan reported $2.1M in assets and 49 participants for 2024.

Original filing (PDF)20250711141040NAL0017341634001

Instl Equities Inc.

Name: Instl Equities Inc. — Instl Equities Inc. 401(k), Form 5500 (2024)
Creator: Instl Equities Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Instl Equities Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Instl Equities Inc.'s Instl Equities Inc. 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Philip Proujansky signed Instl Equities Inc.'s 2024 Form 5500 as plan administrator.

Philip Proujansky — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Instl Equities Inc.'s EIN is 16-0913047.

EIN 16-0913047

Plan number 001

Plan year 2024

ACK ID 20250711141040NAL0017341634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Instl Equities Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Instl Equities Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSTL EQUITIES INC.

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off