How big is Aequalis Socii PLLC's plan?

Aequalis Socii PLLC's plan reported $2.2M in assets and 41 participants for 2024.

Original filing (PDF)20250718155115NAL0002957264001

Aequalis Socii PLLC

Name: Aequalis Socii PLLC — Whitebird 401(k) Plan, Form 5500 (2024)
Creator: Aequalis Socii PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitebird 401(k) Plan

401(k) retirement plan · Aequalis Socii PLLC's Whitebird 401(k) Plan held $2.2M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Marcus Bowie signed Aequalis Socii PLLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Aequalis Socii PLLC's EIN is 84-3200780.

EIN 84-3200780

Plan number 001

Plan year 2024

ACK ID 20250718155115NAL0002957264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aequalis Socii PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aequalis Socii PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEQUALIS SOCII PLLC.

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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