Original filing (PDF)20250721082718NAL0001168945001

EQUITI US LLC

Name: EQUITI US LLC — EQUITI US LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: EQUITI US LLC

Form 5500-SF

FILING_RECEIVED

EQUITI US LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

EQUITI US LLC

EIN

37-1767357

Address

11300 US HIGHWAY 1 · STE 200 · NORTH PALM BEACH, FL · 33408

Phone

(561) 898-1225

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TOKYO STOCK EXCHANGE, INC.

TOKYO STOCK EXCHANGE, INC. 401(K) P/S PLAN

$211K · 4 participants

CRYPTIC SERVICES INC.

CRYPTIC SERVICES INC. 401(K) PLAN

$224K · 10 participants

NORTHWEST CEDAR FINANCIAL LLC

NORTHWEST CEDAR FINANCIAL LLC 401(K) PLAN

$232K · 5 participants

GUMI CRYPTOS CAPITAL LLC

GUMI CRYPTOS CAPITAL LLC 401(K) PLAN

$189K · 3 participants

INFOSECTOOLKIT

INFOSECTOOLKIT 401(K) PLAN

$186K · 19 participants