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

Equity Management, Inc.'s plan reported $4.1M in assets and 15 participants for 2025.

Original filing (PDF)20260219120305NAL0010626818001

Equity Management, Inc.

Name: Equity Management, Inc. — Equity Management, Inc., Form 5500 (2025)
Creator: Equity Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equity Management, Inc. Profit Sharing Plan

401(k) retirement plan · Equity Management, Inc.'s Equity Management, Inc. Profit Sharing Plan held $4.1M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Equity Management, Inc.'s EIN is 81-0474920.

EIN 81-0474920

Plan number 001

Plan year 2025

ACK ID 20260219120305NAL0010626818001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Equity Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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