How big is Equis Research, Inc.'s plan?

Equis Research, Inc.'s plan reported $1.9M in assets and 63 participants for 2024.

Original filing (PDF)20251007125022NAL0011333250001

Equis Research, Inc.

Name: Equis Research, Inc. — Equis Research Inc. 401(k), Form 5500 (2024)
Creator: Equis Research, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equis Research Inc. 401(k) Plan

401(k) retirement plan · Equis Research, Inc.'s Equis Research Inc. 401(k) Plan held $1.9M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Michael Caballero signed Equis Research, Inc.'s 2024 Form 5500 as plan administrator.

Michael Caballero — 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

Equis Research, Inc.'s EIN is 84-2331356.

EIN 84-2331356

Plan number 001

Plan year 2024

ACK ID 20251007125022NAL0011333250001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equis Research, Inc.'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 EQUIS RESEARCH, INC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score