Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EQUITY PROPERTIES ASSET MANAGEMENT, INC.
EIN 26-0641711Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
4
13375 MCGREGOR BLVD - FORT MYERS, FL 339195934239-267-1701
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EQUITY PROPERTIES ASSET MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EQUITY PROPERTIES ASSET MANAGEMENT, INC. 401(K) PLAN
401k
Assets$253K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EQUITY PROPERTIES ASSET MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 2 | 2025 | |
| 001 | EQUITY PROPERTIES ASSET MANAGEMENT, INC. 401(K) PLAN | 401k | $253K | 2 | 2025 |
Retirement plans