How big is The Equity Technology Group, Inc.'s plan?

The Equity Technology Group, Inc.'s plan reported $24.8M in assets and 183 participants for 2024.

Original filing (PDF)20251015151755NAL0002655459001

The Equity Technology Group, Inc.

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

Form 5500

FILING_RECEIVED

The Equity Technology Group 401(k) Plan

401(k) retirement plan · The Equity Technology Group, Inc.'s The Equity Technology Group 401(k) Plan held $24.8M in plan assets for 183 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

183

Accounts w/ balance

222

Plan assets (EOY)

$24.8M

Net assets (EOY)

$24.8M

People on this filing

Theresa Riley signed The Equity Technology Group, Inc.'s 2024 Form 5500 as plan administrator.

Theresa Riley — 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

The Equity Technology Group, Inc.'s EIN is 32-0430595.

EIN 32-0430595

Plan number 001

Plan year 2024

ACK ID 20251015151755NAL0002655459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Equity Technology Group, Inc.'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 THE EQUITY TECHNOLOGY GROUP, INC..

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 393K (18% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

THE EQUITY TECHNOLOGY GROUP, INC.

EIN

all filings

Address

20600 CHAGRIN BOULEVARD SUITE 1200 · SHAKER HEIGHTS, OH · 44122

Phone

(216) 283-9519

Industry

Engineering Services· Professional & Technical Services

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

2025-10-15

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities· $24.8M(100% of reported assets)

Mutual Funds

$13.3M

20 holdings

Other securities

$6.5M

4 holdings

Common Collective Trusts

$4.2M

2 holdings

Guaranteed Income / GIC

$696K

1 holding

Bonds / Notes

$57K

1 holding

					% of plan
VANGUARD TOTAL STOCK MKT IDX ADM Mutual Fund N/A	Common Collective Trusts	—	—	$3.8M	15.3%
ALGER CAPITAL APPRECIATION Z Mutual Fund N/A	Other securities	—	—	$3.3M	13.5%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$1.7M	7.0%
JPMORGAN CORE BOND R6 Mutual Fund N/A	Other securities	—	—	$1.4M	5.7%
T. ROWE PRICE DIVIDEND GROWTH Mutual Fund N/A	Other securities	—	—	$1.4M	5.4%
NUVEEN LARGE CAP GROWTH INDEX R6 Mutual Fund N/A	Mutual Funds	—	—	$1.2M	4.6%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$1.0M	4.2%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$1.0M	4.1%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$973K	3.9%
VANGUARD SMALL CAP INDEX ADM Mutual Fund N/A	Mutual Funds	—	—	$961K	3.9%
VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual Fund N/A	Mutual Funds	—	—	$780K	3.1%
PUTNAM LARGE CAP VALUE R6 Mutual Fund N/A	Mutual Funds	—	—	$724K	2.9%
AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund N/A	Mutual Funds	—	—	$708K	2.9%
AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund N/A	Mutual Funds	—	—	$699K	2.8%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund N/A	Mutual Funds	—	—	$697K	2.8%
/Stable Value Contract value N/A	Guaranteed Income / GIC	—	—	$696K	2.8%
VANGUARD VALUE INDEX ADM Mutual Fund N/A	Mutual Funds	—	—	$679K	2.7%
HARTFORD INTERNATIONAL OPPORTUNITIES R6 Mutual Fund N/A	Other securities	—	—	$443K	1.8%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$443K	1.8%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$440K	1.8%
VANGUARD MID CAP INDEX FUND ADMIRAL - Mutual Fund N/A	Common Collective Trusts	—	—	$425K	1.7%
AMERICAN FUNDS NEW WORLD R6 Mutual Fund N/A	Mutual Funds	—	—	$392K	1.6%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$332K	1.3%
DFA GLOBAL REAL ESTATE SECURITIES PORT Mutual Fund N/A	Mutual Funds	—	—	$226K	0.9%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$185K	0.7%
AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$100K	0.4%
Participant loans (Interest at 4.25% to 9.50%) N/A	Bonds / Notes	—	—	$57K	0.2%
AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Fund N/A	Mutual Funds	—	—	$13K	<0.1%