How big is Equum Management Inc.'s plan?

Equum Management Inc.'s plan reported $2.0M in assets and 138 participants for 2024.

Original filing (PDF)20250611103435NAL0027029008001

Equum Management Inc.

Name: Equum Management Inc. — Equum Medical 401(k) Plan, Form 5500 (2024)
Creator: Equum Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equum Medical 401(k) Plan

401(k) retirement plan · Equum Management Inc.'s Equum Medical 401(k) Plan held $2.0M in plan assets for 138 participants in 2024.

Signals · 1

No auditor on file

Active participants

138

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Patrick Levine signed Equum Management Inc.'s 2024 Form 5500 as plan administrator.

Patrick Levine — 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

Equum Management Inc.'s EIN is 82-4066260.

EIN 82-4066260

Plan number 001

Plan year 2024

ACK ID 20250611103435NAL0027029008001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUUM MANAGEMENT INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score