Crystal Joseph signed Equus Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equus Holdings, Inc.'s EIN is 41-1827055.
Download the official 2024 Form 5500 (PDF) for Equus Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equus Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $23K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORTON | 36-6055558 | — | ACCOUNTANT/AUDITOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Premium Class Mutual Fund | Common Collective Trusts | — | — | $4.0M | 15.9% | |
| LARGE CAP GRTH I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $3.0M | 12.0% | |
| Fidelity Select Software and IT Services Portfolio Mutual Fund | Mutual Funds | — | — | $2.3M | 9.1% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | Other securities | — | — | $2.0M | 7.9% | |
| Fidelity Money Market Fund Money Market Fund 703 * Participant-Directed Brokerage Accounts Brokerage accounts | Self-Directed Brokerage | — | — | $1.7M | 6.9% | |
| T. Rowe Price Health Sciences Fund Mutual Fund | Other securities | — | — | $1.4M | 5.4% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | Other securities | — | — | $1.2M | 4.7% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | Other securities | — | — | $1.2M | 4.6% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | Other securities | — | — | $786K | 3.1% | |
| Allspring SMID Cap Growth Fund - Cl R6 Mutual Fund | Other securities | — | — | $763K | 3.0% | |
| Goldman Sachs Trust Company Stable Value Inst 1 Common/collective trust | Stable Value | — | — | $728K | 2.9% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $728K | 2.9% | |
| Oakmark International Investment Mutual Fund | Other securities | — | — | $680K | 2.7% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | Other securities | — | — | $589K | 2.3% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $533K | 2.1% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | Other securities | — | — | $518K | 2.0% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | Other securities | — | — | $498K | 2.0% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | Other securities | — | — | $447K | 1.8% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | Other securities | — | — | $404K | 1.6% | |
| Janus Henderson Triton Fund Class N Mutual Fund | Mutual Funds | — | — | $386K | 1.5% | |
| TCW MetWest Total Return Bd Plan Mutual Fund | Other securities | — | — | $312K | 1.2% | |
| PGIM High Yield Fund - Class R6 Mutual Fund | Other securities | — | — | $307K | 1.2% | |
| Columbia Dividend Income Fund Class A Mutual Fund | Other securities | — | — | $288K | 1.1% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $194K | 0.8% | |
| Fidelity US bond Fund Mutual Fund | Mutual Funds | — | — | $189K | 0.7% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | Other securities | — | — | $182K | 0.7% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $179K | 0.7% | |
| Participant Loans @ 7.25% - 9.50% | Bonds / Notes | — | — | $136K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $120K | 0.5% | |
| Cohen & Steers Realty Shares Fund Mutual Fund | Other securities | — | — | $110K | 0.4% | |
| Undiscovered Managers Behavioral Value fund Class A Mutual Fund | Other securities | — | — | $101K | 0.4% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $69K | 0.3% |
