How big is The Equus Group LLC's plan?

The Equus Group LLC's plan reported $717K in assets and 11 participants for 2024.

Original filing (PDF)20250527172348NAL0004073747001

The Equus Group LLC

Name: The Equus Group LLC — Form 5500 (2024)
Creator: The Equus Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Equus Group LLC

401(k) retirement plan · The Equus Group LLC held $717K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$717K

Net assets (EOY)

$717K

People on this filing

Megan Toepke signed The Equus Group LLC's 2024 Form 5500 as plan administrator.

Megan Toepke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Equus Group LLC's EIN is 46-4309284.

EIN 46-4309284

Plan number 001

Plan year 2024

ACK ID 20250527172348NAL0004073747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Equus Group LLC'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 THE EQUUS GROUP 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

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

Plan sponsor

Name

THE EQUUS GROUP LLC

EIN

all filings

Address

150 N RIVERSIDE PLZ · STE 3450 · CHICAGO, IL · 60606

Phone

(312) 340-0551

Industry

Admin Support & Waste Mgmt

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

2025-05-27

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

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