How big is Equis1 Insurance Services LLC's plan?

Equis1 Insurance Services LLC's plan reported $31K in assets and 1 participants for 2024.

Original filing (PDF)20250721111409NAL0001370161001

Equis1 Insurance Services LLC

Name: Equis1 Insurance Services LLC — Equis 1 Insurance, Form 5500 (2024)
Creator: Equis1 Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equis 1 Insurance Services LLC 401(k) Plan

401(k) retirement plan · Equis1 Insurance Services LLC's Equis 1 Insurance Services LLC 401(k) Plan held $31K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Shirley Horner signed Equis1 Insurance Services LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Equis1 Insurance Services LLC's EIN is 83-1469496.

EIN 83-1469496

Plan number 001

Plan year 2024

ACK ID 20250721111409NAL0001370161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Equis1 Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Equis1 Insurance Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUIS1 INSURANCE SERVICES LLC.

Finding similar companies…

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