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Sponsor portfolio

THE EQUITY TECHNOLOGY GROUP, INC.

EIN 32-0430595-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$58.2M assets
Welfare
0
Participants
436
20600 CHAGRIN BOULEVARD SUITE 1200 - SHAKER HEIGHTS, OH 44122216-283-9519
Plans on this EIN
2 filings
#002ESOP-$33.3M - 214 part#001401k-$24.8M - 222 part

Retirement portfolio analytics

2 plans aggregated / $58.2M assets / 436 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#002)57%
  • TECHNOLOGY GROUP 401(K) (#001)43%
Total $58.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TECHNOLOGY GROUP 401(K) (#001)222
  • PLAN AND TRUST (#002)214
Total 436Click 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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$33.3M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE EQUITY TECHNOLOGY GROUP 401(K) PLAN

401k

Assets$24.8M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$33.3M2142024
001THE EQUITY TECHNOLOGY GROUP 401(K) PLAN401k$24.8M2222024
Retirement plans
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