How big is Equity Valuation Partners Inc.'s plan?

Equity Valuation Partners Inc.'s plan reported $2.5M in assets and 69 participants for 2024.

Original filing (PDF)20250715094553NAL0001953393001

Equity Valuation Partners Inc.

Name: Equity Valuation Partners Inc. — Equity Valuation, Form 5500 (2024)
Creator: Equity Valuation Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equity Valuation Partners Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Equity Valuation Partners Inc.'s Equity Valuation Partners Inc. 401(k) Profit Sharing Plan & Trust held $2.5M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

DINA Caballero signed Equity Valuation Partners Inc.'s 2024 Form 5500 as plan administrator.

DINA Caballero — 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

Equity Valuation Partners Inc.'s EIN is 27-1499986.

EIN 27-1499986

Plan number 001

Plan year 2024

ACK ID 20250715094553NAL0001953393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Equity Valuation Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Equity Valuation Partners Inc.'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

Above-average plan

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