How big is Aequitas' plan?

Aequitas' plan reported $2.8M in assets and 22 participants for 2024.

Original filing (PDF)20250402163331NAL0014690592001

Aequitas

Name: Aequitas — Aequitas 403(b) Plan, Form 5500 (2024)
Creator: Aequitas
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aequitas 403(b) Plan

401(k) retirement plan · Aequitas' Aequitas 403(b) Plan held $2.8M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Jennifer Gentile Long signed Aequitas' 2024 Form 5500 as plan administrator.

Jennifer Gentile Long — 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

Aequitas' EIN is 47-1847298.

EIN 47-1847298

Plan number 001

Plan year 2024

ACK ID 20250402163331NAL0014690592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aequitas' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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