How big is Equus Management Group's plan?

Equus Management Group's plan reported $1.5M in assets and 29 participants for 2025.

Original filing (PDF)20260505113720NAL0000903505001

Equus Management Group

Name: Equus Management Group — Equus Management Group, Form 5500 (2025)
Creator: Equus Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equus Management Group 401(k) P/S Plan

401(k) retirement plan · Equus Management Group's Equus Management Group 401(k) P/S Plan held $1.5M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jeffrey Gardner signed Equus Management Group's 2025 Form 5500 as plan administrator.

Jeffrey Gardner — 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

Equus Management Group's EIN is 20-5786474.

EIN 20-5786474

Plan number 001

Plan year 2025

ACK ID 20260505113720NAL0000903505001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Equus Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Equus Management Group's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUUS MANAGEMENT GROUP.

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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