Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
EQUITY PLANNING GROUP, LTD
EIN 34-1904433financial servicesLatest filing 2025
Plans
4
Retirement
2
$5.6M assets
Welfare
2
Participants
17
4041 W. SYLVANIA AVE., STE 200 - TOLEDO, OH 43623419-842-3311equitypg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 17 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#001
EPG 401(K) PLAN
401k
Assets$3.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EPG CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
EQUITY PLANNING GRP WELFARE PLAN A
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#502
EQUITY PLANNING GRP WELFARE PLAN B
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EPG 401(K) PLAN | 401k | $3.8M | 9 | 2025 | |
| 002 | EPG CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 8 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans