How big is Advisors Equity Group LLC's plan?

Advisors Equity Group LLC's plan reported $98K in assets and 4 participants for 2025.

Original filing (PDF)20260424084452NAL0009210544001

Advisors Equity Group LLC

Name: Advisors Equity Group LLC — Advisors Equity Group, Form 5500 (2025)
Creator: Advisors Equity Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisors Equity Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Advisors Equity Group LLC's Advisors Equity Group LLC 401(k) Profit Sharing Plan & Trust held $98K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

Plan identifiers

Advisors Equity Group LLC's EIN is 84-2908678.

EIN 84-2908678

Plan number 001

Plan year 2025

ACK ID 20260424084452NAL0009210544001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advisors Equity Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advisors Equity 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 ADVISORS EQUITY GROUP LLC.

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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