Equity HR, Inc.'s EIN is 27-0037153.
Download the official 2024 Form 5500 (PDF) for Equity HR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equity HR, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINTES ADMIN AND INSURANCE SVC | — | WATSONVILLE, CA | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $85.6M | 93.7% | |
| VANGRD 500 IDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.9M | 16.3% | |
| LARGE CAP GROWTH FD IV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.8M | 11.8% | |
| GG TR TROWEPRC RET DATE 2045 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.3M | 5.8% | |
| VOYA FIXED ACCOUNT VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.6M | 5.0% | |
| GG TR TROWEPRC RET DATE 2035 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.0M | 4.4% | |
| GG TR TROWEPRC RET DATE 2040 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.9M | 4.3% | |
| AMER FDS AM BALANCED VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.5M | 3.9% | |
| LARGE CAP VALUE FD II VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 3.4% | |
| VANGRD SMALL-CAP IDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 3.4% | |
| MID CAP VALUE FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 3.4% | |
| AMER FDS NEW PERSPECTIVE VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 3.3% | |
| GG TR TROWEPRC RET DATE 2050 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.8M | 3.1% | |
| GG TR TROWEPRC RET DATE 2030 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.4M | 2.7% | |
| GG TR TROWEPRC RET DATE 2055 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.3M | 2.6% | |
| CORE PLUS BOND FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 2.4% | |
| JPMORGAN MID CAP GROWTH FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.0M | 2.2% | |
| GG TR TROWEPRC RET DATE 2060 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.0M | 2.1% | |
| GG TR TROWEPRC RET DATE 2025 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.0M | 2.1% | |
| VANGRD MID-CAP IDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.8M | 2.0% | |
| DFA INTL CORE EQ 2 PORT - INST VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 1.8% | |
| VANGRD LIFESTRAT GROWTH FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| VANGRD TOT BND MRKT IND F ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| INTERNATIONAL GROWTH FND II VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.5% | |
| VANGRD LIFESTRAT MOD GRWTH FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $922K | 1.0% | |
| DFA REAL ESTATE SECUR PORT INST VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $897K | 1.0% | |
| VICTORY TRV INTL SMCP FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $778K | 0.9% | |
| DFA INFLAT-PROT SECUR PORT INST VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $710K | 0.8% | |
| JPMORGAN SMCP GROWTH FND VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $643K | 0.7% | |
| PGIM HIGH YIELD FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $620K | 0.7% | |
| FRANKLIN SM CAP VALUE FND VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $577K | 0.6% | |
| VANGRD FTSE SOCIAL IND FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $487K | 0.5% | |
| VANGRD LIFESTRAT INCOME FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $428K | 0.5% | |
| GG TR TROWEPRC RET DATE 2015 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $309K | 0.3% | |
| GG TR TROWEPRC RET DATE 2020 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $183K | 0.2% | |
| VANGRD LIFESTRAT CNSRV GRW FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $136K | 0.1% | |
| AB GLOBAL BOND FD Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $64K | <0.1% | |
| GG TR TROWEPRC RET DATE 2005 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $60K | <0.1% | |
| GG TR TROWEPRC RET DATE 2065 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $58K | <0.1% | |
| GG TR TROWEPRC RET DATE 2010 VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $76 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINTES ADMIN AND INSURANCE SVC | 20-4319325 | — | SVC PROVIDER | $24K | — |
| JOHNSON AND YAU | 94-2702860 | — | SVC PROVIDER | $16K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SVC PROVIDER | $0 | — |
