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Original filing (PDF)20251001150236NAL0016281808001
EQT PARTNERS, INC.
Form 5500
FILING_RECEIVED
EQT PARTNERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
216
Accounts w/ balance
209
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQT PARTNERS, INC..
Plan sponsor
Name
EQT PARTNERS, INC.
EIN
26-1110985
Address
245 PARK AVE, 34TH FLOOR · NEW YORK, NY · 10167
Phone
(917) 281-0850
Industry
Finance & Insurancesee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
39 direct securities · 1 pooled fund· $84.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$81.7M
38 holdings
Pooled Separate Accounts
$2.3M
1 holding
Common Collective Trust
$247K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Assets at fair value as of December 31, 2024 Level 1 Level 2 Level 3 Total Pooled separate accounts - | — | — | — | $22.9M | 98.8% | |
| Net assets available for benefits per the Form 5500 | — | — | — | $15.4M | 66.5% | |
| Assets at fair value as of December 31, 2023 Level 1 Level 2 Level 3 Total Pooled separate accounts $ 15,058,560 - $ | — | — | — | $15.1M | 65.1% | |
| Change in net assets available for plan benefits per financial statements | — | — | — | $7.7M | 33.5% | |
| Fidelity 500 Index Fund Pooled Separate Account | — | — | — | $6.4M | 27.5% | |
| JPMorgan LgCp Grw Fnd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.3M | 9.9% | |
| Voya Target Retire 2045 Fnd R6 Pooled Separate Account | — | — | — | $2.1M | 8.9% | |
| Voya Target Retire 2055 Fnd R6 Pooled Separate Account | — | — | — | $2.0M | 8.6% | |
| Voya Target Retire 2060 Fnd R6 Pooled Separate Account | — | — | — | $1.9M | 8.4% | |
| Voya Target Retire 2050 Fnd R6 Pooled Separate Account | — | — | — | $1.9M | 8.3% | |
| Fidelity Tot Intl Idx Fund Pooled Separate Account | — | — | — | $896K | 3.9% | |
| Voya Target Retire 2040 Fnd R6 Pooled Separate Account | — | — | — | $856K | 3.7% | |
| Vangrd LifeStrat Md Grw Fd Inv Pooled Separate Account | — | — | — | $553K | 2.4% | |
| Fidelity Sm Cp Ind Fd Pooled Separate Account | — | — | — | $487K | 2.1% | |
| Voya Target Retire 2035 Fnd R6 Pooled Separate Account | — | — | — | $474K | 2.0% | |
| Vangrd LifeStrat Grw Fd Inv Pooled Separate Account | — | — | — | $421K | 1.8% | |
| Fidelity Mid Cap Idx Fd Pooled Separate Account | — | — | — | $416K | 1.8% | |
| Voya Target Retire 2065 Fnd R6 Pooled Separate Account | — | — | — | $323K | 1.4% | |
| American Funds Nw Prspctv R6 Pooled Separate Account | — | — | — | $308K | 1.3% | |
| VOYA RET & ANNUITY SEPARATE D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Common Collective Trust | — | — | $247K | 1.1% | |
| Vangrd Equity Income Fund Adm Pooled Separate Account | — | — | — | $229K | 1.0% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account | — | — | — | $175K | 0.8% | |
| Voya Target Retire 2025 Fnd R6 Pooled Separate Account | — | — | — | $154K | 0.7% | |
| JPMorgan U.S. Res Enhanc Eq R6 Pooled Separate Account | — | — | — | $153K | 0.7% | |
| DFA Real Estate Secs Port Ins Pooled Separate Account | — | — | — | $145K | 0.6% | |
| American Funds New W orld R6 Pooled Separate Account | — | — | — | $119K | 0.5% | |
| Vangrd Explorer Fund Adm Pooled Separate Account | — | — | — | $109K | 0.5% | |
| PGIM Global Total Return Fd R6 Pooled Separate Account | — | — | — | $87K | 0.4% | |
| American Funds Am Balanced R6 Pooled Separate Account | — | — | — | $57K | 0.2% | |
| DFA Infl-Prot Sec Port Ins Pooled Separate Account | — | — | — | $57K | 0.2% | |
| PGIM High Yield Fund R6 Pooled Separate Account | — | — | — | $50K | 0.2% | |
| Voya Target Retire 2030 Fnd R6 Pooled Separate Account | — | — | — | $48K | 0.2% | |
| DFA US Targeted Vl Port Ins Pooled Separate Account | — | — | — | $44K | 0.2% | |
| Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account | — | — | — | $44K | 0.2% | |
| Vangrd Selected Value Fund Inv Pooled Separate Account | — | — | — | $40K | 0.2% | |
| Vangrd LifeStrat Inc Fd Inv Pooled Separate Account | — | — | — | $29K | 0.1% | |
| During the Plan year ended December 31, 2024, and 2023, the Company failed to remit timely to the Plan’s custodian certain employee contributions totaling $459 and $22,500, respectively, during the period prescribed by the Department | — | — | — | $23K | <0.1% | |
| Vangrd LifeStrat Cns Gr Fd Inv Pooled Separate Account | — | — | — | $16K | <0.1% | |
| Voya Tgt In-Retirement Fund R6 Pooled Separate Account | — | — | — | $2K | <0.1% | |
| Excess contributions payable - | — | — | — | $1K | <0.1% |
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