How big is Equiticity's plan?

Equiticity's plan reported $29K in assets and 5 participants for 2024.

Original filing (PDF)20250716121826NAL0006826226001

Equiticity

Name: Equiticity — Equiticity 401(k) Plan and Trust, Form 5500 (2024)
Creator: Equiticity
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equiticity 401(k) Plan and Trust

401(k) retirement plan · Equiticity's Equiticity 401(k) Plan and Trust held $29K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Nick Rice signed Equiticity's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Equiticity's EIN is 85-3668073.

EIN 85-3668073

Plan number 001

Plan year 2024

ACK ID 20250716121826NAL0006826226001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equiticity'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 EQUITICITY.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EQUITICITY

EIN

all filings

Address

1956 S HAMLIN AVE APT · CHICAGO, IL · 60623

Phone

(312) 451-7556

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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