· 2022–2024 · DOL EFAST2

EQUEOS, LLC DBA PROSPECT GENIUS — PROSPECT GENIUS 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250718085526NAL0002186480001

EQUEOS, LLC DBA PROSPECT GENIUS

Form 5500-SF

FILING_RECEIVED

PROSPECT GENIUS 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan health score

Top-tier plan health

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUEOS, LLC DBA PROSPECT GENIUS.

Plan sponsor

Name

EQUEOS, LLC DBA PROSPECT GENIUS

EIN

20-3400031all filings

Address

279 TROY ROAD · SUITE 9 #102 · RENSSELAER, NY · 12144

Phone

(518) 708-6017

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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