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Sponsor portfolio

THE EQUITY GROUP INC.

EIN 13-2789149-public relations and communications-Latest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
37
800 THIRD AVENUE, 36TH FLOOR - NEW YORK, NY 100227649212-371-8660equityny.comLinkedIn11-50 employeespublic relations and communications
Plans on this EIN
2 filings
#002ProfitSharing-$5.1M - 16 part#004401k-$4.8M - 21 part

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • TRUST DTD 1/1/80 (#002)52%
  • PLAN & TRUST (#004)48%
Total $9.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#004)21
  • TRUST DTD 1/1/80 (#002)16
Total 37Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80

ProfitSharing

Assets$5.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

THE EQUITY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80ProfitSharing$5.1M162025
004THE EQUITY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST401k$4.8M212025
Retirement plans
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