How big is Equis, LLC's plan?

Equis, LLC's plan reported $377K in assets and 7 participants for 2024.

Original filing (PDF)20250516134122NAL0030054336001

Equis, LLC

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

Form 5500-SF

FILING_RECEIVED

Equis, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Equis, LLC's Equis, LLC 401(k) Profit Sharing Plan held $377K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

Plan identifiers

Equis, LLC's EIN is 20-5702219.

EIN 20-5702219

Plan number 001

Plan year 2024

ACK ID 20250516134122NAL0030054336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (90th percentile).

Plan sponsor

Name

EQUIS, LLC

EIN

all filings

Address

27001 AGOURA ROAD, SUITE 160 · CALABASAS, CA · 91301

Phone

(818) 444-0100

Industry

Admin Support & Waste Mgmt

Plan administrator