How big is Equalis Group LLC's plan?

Equalis Group LLC's plan reported $1.2M in assets and 23 participants for 2024.

Original filing (PDF)20250715160526NAL0003295344003

Equalis Group LLC

Name: Equalis Group LLC — Equalis Group LLC Retirement, Form 5500 (2024)
Creator: Equalis Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equalis Group LLC Retirement Trust

401(k) retirement plan · Equalis Group LLC's Equalis Group LLC Retirement Trust held $1.2M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Plan Sponsor signed Equalis Group LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Equalis Group LLC's EIN is 84-2640240.

EIN 84-2640240

Plan number 001

Plan year 2024

ACK ID 20250715160526NAL0003295344003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equalis Group 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 EQUALIS GROUP 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off