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Original filing (PDF)20251001113017NAL0017740451001
EQUILIEM, INC.
Form 5500
FILING_RECEIVED
EQUILIEM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,248
Accounts w/ balance
409
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUILIEM, INC..
Plan sponsor
Name
EQUILIEM, INC.
EIN
22-3367209
Address
25 KENNEDY BOULEVARD SUITE 200 · EAST BRUNSWICK, NJ · 08816
Phone
(732) 238-6050
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | OTHER FEES | $8K | — |
Investments
37 direct securities · 1 pooled fund· $33.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.2M
37 holdings
Pooled Separate Account
$15.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT & INSURANCE ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.7M | 91.2% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $3.3M | 18.9% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $2.1M | 12.0% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $1.4M | 8.4% | |
| MyCompass Ind Agg 2035 Fd R Common Collective Trust | — | — | — | $1.4M | 8.3% | |
| MyCompass Ind Agg 2045 Fd R Common Collective Trust | — | — | — | $1.1M | 6.6% | |
| Vangrd Windsor II Fund Adm Registered Investment Company | — | — | — | $1.0M | 5.8% | |
| MyCompass Ind Agg 2055 Fd R Common Collective Trust | — | — | — | $921K | 5.3% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | — | — | — | $844K | 4.9% | |
| MFS International Grw Fund R6 Registered Investment Company | — | — | — | $771K | 4.5% | |
| JPMorgan US Equity Fund R6 Registered Investment Company | — | — | — | $710K | 4.1% | |
| Vangrd Md-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $708K | 4.1% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $548K | 3.2% | |
| MyCompass Ind Agg 2065 Fd R Common Collective Trust | — | — | — | $500K | 2.9% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Am Balanced R6 Registered Investment Company | — | — | — | $354K | 2.1% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $208K | 1.2% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $189K | 1.1% | |
| MFS Mid Cap Value Fund 2W Common Collective Trust | — | — | — | $164K | 1.0% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $160K | 0.9% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $156K | 0.9% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $144K | 0.8% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $83K | 0.5% | |
| Columbia High Yield Bond Fd I3 Registered Investment Company | — | — | — | $75K | 0.4% | |
| LOAN FUND Participant Loans - Rates 6.75% to 10.50% | — | — | — | $61K | 0.4% | |
| MyCompass Ind Mod 2035 Fd R Common Collective Trust | — | — | — | $49K | 0.3% | |
| (Held at End of Year) EQUILIEM 401(K) PLAN EIN#22-3367209 Plan# 002 MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $47K | 0.3% | |
| MyCompass Ind Mod 2045 Fd R Common Collective Trust | — | — | — | $36K | 0.2% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | — | — | — | $31K | 0.2% | |
| PGIM Jennison Utility Fund R6 Registered Investment Company | — | — | — | $28K | 0.2% | |
| MyCompass Ind Cns 2055 F R Common Collective Trust | — | — | — | $27K | 0.2% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $20K | 0.1% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | — | — | — | $12K | <0.1% | |
| Fidelity Rl Est Ind Fd Registered Investment Company | — | — | — | $11K | <0.1% | |
| MyCompass Ind Cns 2035 F R Common Collective Trust | — | — | — | $11K | <0.1% | |
| MyCompass Ind Cns 2045 F R Common Collective Trust | — | — | — | $7K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $5K | <0.1% | |
| MyCompass Ind Mod 2065 Fd R Common Collective Trust | — | — | — | $2K | <0.1% | |
| PIMCO Intl Bd Fd US Dl-Hdg I Registered Investment Company | — | — | — | $1K | <0.1% |
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