How big is Equity Advantage Incorporated's plan?

Equity Advantage Incorporated's plan reported $327K in assets and 9 participants for 2024.

Original filing (PDF)20251009184551NAL0007021457001

Equity Advantage Incorporated

Name: Equity Advantage Incorporated — Equity Advantage, Form 5500 (2024)
Creator: Equity Advantage Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equity Advantage 401(k) Plan

401(k) retirement plan · Equity Advantage Incorporated's Equity Advantage 401(k) Plan held $327K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

Plan identifiers

Equity Advantage Incorporated's EIN is 93-1069274.

EIN 93-1069274

Plan number 001

Plan year 2024

ACK ID 20251009184551NAL0007021457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Equity Advantage Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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 (86th percentile).

Plan sponsor

Name

EQUITY ADVANTAGE INCORPORATED

EIN

all filings

Address

10300 SW GREENBURG ROAD, · SUITE 465 · PORTLAND, OR · 97223

Phone

(503) 635-1031

Industry

Real Estate

Plan administrator