How big is Link Equity Partners, LLC's plan?

Link Equity Partners, LLC's plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20250911150337NAL0001551986001

Link Equity Partners, LLC

Name: Link Equity Partners, LLC — Link 401(k) Plan, Form 5500 (2024)
Creator: Link Equity Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Link 401(k) Plan

401(k) retirement plan · Link Equity Partners, LLC's Link 401(k) Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Shirley Horner signed Link Equity Partners, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Link Equity Partners, LLC's EIN is 20-4745671.

EIN 20-4745671

Plan number 001

Plan year 2024

ACK ID 20250911150337NAL0001551986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Link Equity Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Link Equity Partners, LLC'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 LINK EQUITY PARTNERS, LLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LINK EQUITY PARTNERS, LLC

EIN

all filings

Address

1 KENDALL SQ STE B2106 · CAMBRIDGE, MA · 02139

Phone

(617) 206-1491

Industry

Finance & Insurance

Plan administrator