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Original filing (PDF)20260310100527NAL0003596224001
EQUINE NETWORK LLC
Form 5500
FILING_RECEIVED
EQUINE NETWORK LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.8 mo~80 bps in Sched C fees
Active participants
176
Accounts w/ balance
162
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
- 80 bps in Schedule C fees — 53% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUINE NETWORK LLC.
Plan sponsor
Name
EQUINE NETWORK LLC
EIN
32-0089097
Address
7500 ALAMO ROAD NW · ALBUQUERQUE, NM · 87120
Phone
(505) 898-1755
Industry
Manufacturingsee 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
2026-03-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADV | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
20 direct securities· $4.8M(96% of reported assets)
Uncategorized
$4.6M
19 holdings
Mutual Funds
$211K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2040 K | — | — | — | $529K | 10.6% | |
| Blackrock Total Return K | — | — | — | $443K | 8.8% | |
| ishares S&P 500 Index K | — | — | — | $443K | 8.8% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $435K | 8.7% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $373K | 7.5% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $359K | 7.2% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $336K | 6.7% | |
| Blackrock LifePath Index Retirement K | — | — | — | $332K | 6.6% | |
| American Funds Euro pacific Gr R6 | — | — | — | $263K | 5.3% | |
| Allspring Special Mid Cap Value R6 | Mutual Funds | — | — | $211K | 4.2% | |
| American Funds Growth Fund Of Amer R6 | — | — | — | $204K | 4.1% | |
| ishares MSCI EAFE International Index K | — | — | — | $176K | 3.5% | |
| ishares Russell Mid-Cap Index K | — | — | — | $153K | 3.0% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $127K | 2.5% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $125K | 2.5% | |
| ishares Russell 2000 Small-Cap Index K | — | — | — | $86K | 1.7% | |
| ishares U.S. Aggregate Bond Index K | — | — | — | $77K | 1.5% | |
| Franklin Small Cap Value R6 | — | — | — | $73K | 1.5% | |
| American Funds American Balanced R6 | — | — | — | $22K | 0.4% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $21K | 0.4% |