Assets by plan
Share of aggregate retirement assets
- EPG 401(K) (#001)$3.8M
Filings through .
Equity Planning Group, Ltd
EIN 34-1904433financial servicesLatest filing 2025
Plans
4
Retirement
2
$6.1M assets
Health & Benefits
2
Participants
18
4041 W. SYLVANIA AVE., STE 200 - TOLEDO, OH 43623419-842-3311equitypg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
4 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $6.1M assets / 18 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EPG 401(K) PLAN
401(k)
Assets$3.8M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EPG CASH BALANCE PENSION PLAN
Cash balance
Assets$2.3M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EQUITY PLANNING GRP WELFARE PLAN A
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
EQUITY PLANNING GRP WELFARE PLAN B
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EPG 401(K) PLAN | 401(k) | $3.8M | 9 | 2025 |
| #002 | EPG CASH BALANCE PENSION PLAN | Cash balance | $2.3M | 9 | 2025 |
- EPG 401(K) PLAN$3.8M#001 · 401(k) · 20259
- #002 · Cash balance · 20259
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EQUITY PLANNING GRP WELFARE PLAN A | Self-funded | - | $0 | 0 | 2024 |
| #502 | EQUITY PLANNING GRP WELFARE PLAN B | Self-funded | - | $0 | 0 | 2024 |
- #501 · Self-funded · 20240
- #502 · Self-funded · 20240
Retirement plans
Health & Benefits plans