How big is Equity Resources, Inc.'s plan?

Equity Resources, Inc.'s plan reported $23.3M in assets and 191 participants for 2024.

Original filing (PDF)20250715090342NAL0001184323001

Equity Resources, Inc.

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

Form 5500

FILING_RECEIVED

Equity Resources, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Equity Resources, Inc.'s Equity Resources, Inc. 401(k) Profit Sharing Plan held $23.3M in plan assets for 191 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

100% in single holdingCorrective distributions issued

Active participants

191

Accounts w/ balance

219

Plan assets (EOY)

$23.3M

Net assets (EOY)

$23.3M

People on this filing

Tracy Rizor signed Equity Resources, Inc.'s 2024 Form 5500 as plan administrator.

Tracy Rizor — 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 Resources, Inc.'s EIN is 31-1401378.

EIN 31-1401378

Plan number 001

Plan year 2024

ACK ID 20250715090342NAL0001184323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUITY RESOURCES, INC.

Finding similar companies…

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off