How big is Equable Institute's plan?

Equable Institute's plan reported $888K in assets and 7 participants for 2024.

Original filing (PDF)20250903142844NAL0026135776001

Equable Institute

Name: Equable Institute — Equable Institute Primary, Form 5500 (2024)
Creator: Equable Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equable Institute Primary Retirement Plan

403(b) retirement plan · Equable Institute's Equable Institute Primary Retirement Plan held $888K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

People on this filing

Kathy Leedy signed Equable Institute's 2024 Form 5500 as plan administrator.

Kathy Leedy — 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

Equable Institute's EIN is 92-3474012.

EIN 92-3474012

Plan number 001

Plan year 2024

ACK ID 20250903142844NAL0026135776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equable Institute's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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