How big is Equitas Investments LLC's plan?

Equitas Investments LLC's plan reported $3K in assets and 6 participants for 2024.

Original filing (PDF)20250718095619NAL0000695171001

Equitas Investments LLC

Name: Equitas Investments LLC — Form 5500 (2024)
Creator: Equitas Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Equitas Investments LLC held $3K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Equitas Investments LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Equitas Investments LLC's EIN is 27-3482379.

EIN 27-3482379

Plan number 001

Plan year 2024

ACK ID 20250718095619NAL0000695171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Equitas Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUITAS INVESTMENTS LLC.

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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

Knocking points off