How big is Equity Estates Holdings, LLC's plan?

Equity Estates Holdings, LLC's plan reported $1.9M in assets and 29 participants for 2024.

Original filing (PDF)20250428103341NAL0007981939001

Equity Estates Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Equity Estates Holdings LLC 401(k) Plan

401(k) retirement plan · Equity Estates Holdings, LLC's Equity Estates Holdings LLC 401(k) Plan held $1.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Equity Estates Holdings, LLC's EIN is 32-0516351.

EIN 32-0516351

Plan number 001

Plan year 2024

ACK ID 20250428103341NAL0007981939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equity Estates Holdings, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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