How big is Equifina's plan?

Equifina's plan reported $573K in assets and 2 participants for 2025.

Original filing (PDF)20260424220140NAL0006159345024

Equifina

Name: Equifina — Equifina 401(k) Plan, Form 5500 (2025)
Creator: Equifina
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equifina 401(k) Plan

401(k) retirement plan · Equifina's Equifina 401(k) Plan held $573K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$573K

Net assets (EOY)

$573K

Plan identifiers

Equifina's EIN is 87-1249327.

EIN 87-1249327

Plan number 001

Plan year 2025

ACK ID 20260424220140NAL0006159345024

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Equifina'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 EQUIFINA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

EQUIFINA

EIN

all filings

Address

215 E CHATHAM STREET · SUITE 215 · CARY, NC · 27511

Phone

(919) 633-3572

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator