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Original filing (PDF)20251015211022NAL0002892323001
EQUIFAX, INC
Form 5500
FILING_RECEIVED
EQUIFAX INC. 401K PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
6,424
Accounts w/ balance
9,702
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
14 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUIFAX, INC.
Plan sponsor
Name
EQUIFAX, INC
EIN
58-0401110
Address
1550 PEACHTREE STREET NW · ATLANTA, GA · 303090000
Phone
(404) 885-8000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPER. CO., INC | 04-2647786 | — | RECORDKEEPER | $124K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $423K | — |
| SAGEVIEW | 33-0818667 | — | INVESTMENT ADVISOR | $108K | — |
| APEX PENSION STRATEGIES, INC | 57-1139545 | — | CONSULTANT | $1K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD | 58-1250486 | — | ACCOUNTANT/AUDITO R | $71K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGAN LOVELLS US LLP | 53-0084704 | — | ATTORNEY/LEGAL | $4K | — |
Investments
32 direct securities · 14 pooled funds· $1.9B(100% of reported assets)
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.
Uncategorized
$1.4B
32 holdings
Common Collective Trust
$533.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $284.8M | 19.3% | |
| Fidelity Lg Cap Gr Idx | — | — | — | $124.2M | 8.4% | |
| Fidelity Frdm Blnd 2040 R | — | — | — | $108.1M | 7.3% | |
| FIAM BLEND TD 2040 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $108.1M | 7.3% | |
| Fidelity Frdm Blnd 2050 R | — | — | — | $86.6M | 5.9% | |
| FIAM BLEND TD 2050 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $86.6M | 5.9% | |
| Fidelity Frdm Blnd 2030 R | — | — | — | $81.3M | 5.5% | |
| FIAM BLEND TD 2030 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $81.3M | 5.5% | |
| Fidelity Frdm Blnd 2045 R | — | — | — | $65.2M | 4.4% | |
| FIAM BLEND TD 2045 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $65.2M | 4.4% | |
| Equifax Employer Stock | — | — | — | $59.0M | 4.0% | |
| Fidelity Frdm Blnd 2035 R | — | — | — | $58.6M | 4.0% | |
| FIAM BLEND TD 2035 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $58.6M | 4.0% | |
| Baird Core Plus Inst | — | — | — | $53.9M | 3.7% | |
| MFS Value R4 | — | — | — | $43.1M | 2.9% | |
| Fidelity Frdm Blnd 2055 R | — | — | — | $38.5M | 2.6% | |
| FIAM BLEND TD 2055 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $38.5M | 2.6% | |
| Victory S Est Val R6 | — | — | — | $35.8M | 2.4% | |
| Fidelity Gov Mmkt ** 5 * Fidelity MM Govt Inst | — | — | — | $34.0M | 2.3% | |
| Fidelity Mid Cap Gr Idx | — | — | — | $33.9M | 2.3% | |
| Fidelity Intl Index | — | — | — | $27.7M | 1.9% | |
| Fidelity Low-Priced St K6 | — | — | — | $26.1M | 1.8% | |
| Columbia Overseas Val R | — | — | — | $26.0M | 1.8% | |
| Fidelity Sm Cap Idx | — | — | — | $23.5M | 1.6% | |
| Fidelity US Bond Ids | — | — | — | $23.3M | 1.6% | |
| DFA Emrg Mkt Core EQ | — | — | — | $23.0M | 1.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $21.6M | 1.5% | |
| Fidelity Frdm Blnd 2060 R | — | — | — | $21.3M | 1.4% | |
| FIAM BLEND TD 2060 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $21.3M | 1.4% | |
| Fidelity Frdm Blnd 2025 R | — | — | — | $20.9M | 1.4% | |
| FIAM BLEND TD 2025 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $20.9M | 1.4% | |
| Vanguard Intl Growth Adm | — | — | — | $20.6M | 1.4% | |
| Wasatch Core Gr A | — | — | — | $19.5M | 1.3% | |
| Fidelity Frdm Blnd 2020 R | — | — | — | $18.0M | 1.2% | |
| FIAM BLEND TD 2020 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $18.0M | 1.2% | |
| Fidelity Mid Cap Idx | — | — | — | $17.9M | 1.2% | |
| Participant loans Interest rates ranging from 4.25% to 10.25% 0 | — | — | — | $17.5M | 1.2% | |
| Principal Real Estate Sec R6 | — | — | — | $8.2M | 0.6% | |
| FIAM BLEND TD 2065 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $4.9M | 0.3% | |
| Fidelity Frdm Blnd 2065 R | — | — | — | $4.9M | 0.3% | |
| Fidelity Frdm Blnd Inc R | — | — | — | $3.7M | 0.3% | |
| FIAM BLEND TD INC Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $3.7M | 0.3% | |
| Fidelity Frdm Blnd 2010 R | — | — | — | $3.5M | 0.2% | |
| FIAM BLEND TD 2010 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $3.5M | 0.2% | |
| Fidelity Frdm Blnd 2015 R | — | — | — | $1.5M | 0.1% | |
| FIAM BLEND TD 2015 Q FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.5M | 0.1% |