How big is Equitypro's plan?

Equitypro's plan reported $261K in assets and 4 participants for 2024.

Original filing (PDF)20251014154304NAL0001603235001

Equitypro

Name: Equitypro — Equitypro 401(k) Plan, Form 5500 (2024)
Creator: Equitypro
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equitypro 401(k) Plan

401(k) retirement plan · Equitypro's Equitypro 401(k) Plan held $261K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

Plan identifiers

Equitypro's EIN is 38-3943216.

EIN 38-3943216

Plan number 001

Plan year 2024

ACK ID 20251014154304NAL0001603235001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equitypro's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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

Plan sponsor

Name

EQUITYPRO

EIN

all filings

Address

350 E CROWN POINT ROAD · SUITE 1080 · WINTER GARDEN, FL · 34787

Phone

(407) 203-6860

Industry

Real Estate

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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