How big is Equity Management, LLC's plan?

Equity Management, LLC's plan reported $479K in assets and 13 participants for 2023.

Original filing (PDF)20250324142425NAL0012713537003

Equity Management, LLC

Name: Equity Management, LLC — Equity Management, LLC, Form 5500 (2023)
Creator: Equity Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equity Management, LLC 401(k) Plan

401(k) retirement plan · Equity Management, LLC's Equity Management, LLC 401(k) Plan held $479K in plan assets for 13 participants in 2023.

Signals · 1

Late filing · 4.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

Plan identifiers

Equity Management, LLC's EIN is 84-1369089.

EIN 84-1369089

Plan number 001

Plan year 2023

ACK ID 20250324142425NAL0012713537003

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Equity Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Equity Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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