How big is Equanimity Management, Inc.'s plan?

Equanimity Management, Inc.'s plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250711093053NAL0010144176001

Equanimity Management, Inc.

Name: Equanimity Management, Inc. — Equanimity Management, Form 5500 (2024)
Creator: Equanimity Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equanimity Management, Inc. 401(k) Plan

401(k) retirement plan · Equanimity Management, Inc.'s Equanimity Management, Inc. 401(k) Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Equanimity Management, Inc.'s EIN is 45-4130028.

EIN 45-4130028

Plan number 001

Plan year 2024

ACK ID 20250711093053NAL0010144176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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