Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EQUINOX STRATEGY PARTNERS, INC.
EIN 47-1704052management consultingLatest filing 2025
Plans
2
Retirement
2
$544K assets
Welfare
0
Participants
4
269 SOUTH BEVERLY DRIVE, SUITE 1176 - BEVERLY HILLS, CA 90212424-277-3200equinoxstrategy.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $544K 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
EQUINOX STRATEGY PARTNERS CASH BALANCE PLAN
CashBalance
Assets$416K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EQUINOX STRATEGY PARTNERS 401(K) PLAN
401k
Assets$128K
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 | EQUINOX STRATEGY PARTNERS CASH BALANCE PLAN | CashBalance | $416K | 2 | 2025 | |
| 001 | EQUINOX STRATEGY PARTNERS 401(K) PLAN | 401k | $128K | 2 | 2024 |
Retirement plans