Original filing (PDF)20250611103435NAL0027029008001

EQUUM MANAGEMENT INC.

Name: EQUUM MANAGEMENT INC. — EQUUM MEDICAL 401(K) PLAN, Form 5500 (2024)
Creator: EQUUM MANAGEMENT INC.

Form 5500-SF

FILING_RECEIVED

EQUUM MEDICAL 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

138

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUUM MANAGEMENT INC..

Plan sponsor

Name

EQUUM MANAGEMENT INC.

EIN

82-4066260

Address

TWO PARK AVENUE · SUITE 2039 · NEW YORK, NY · 10016

Phone

(845) 558-4281

Industry

Management of Companies / Holdingssee all

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

2025-06-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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