How big is Aequitas Mortgage Inc.'s plan?

Aequitas Mortgage Inc.'s plan reported $12K in assets and 12 participants for 2025.

Original filing (PDF)20260501220324NAL0002213280001

Aequitas Mortgage Inc.

Name: Aequitas Mortgage Inc. — Aequitas Mortgage Inc., Form 5500 (2025)
Creator: Aequitas Mortgage Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aequitas Mortgage Inc. 401(k) Plan

401(k) retirement plan · Aequitas Mortgage Inc.'s Aequitas Mortgage Inc. 401(k) Plan held $12K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan identifiers

Aequitas Mortgage Inc.'s EIN is 92-0925808.

EIN 92-0925808

Plan number 001

Plan year 2025

ACK ID 20260501220324NAL0002213280001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Aequitas Mortgage Inc.'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 AEQUITAS MORTGAGE INC..

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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