Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EQUITY PROPERTY TAX SOLUTIONS, LLC
EIN 82-2084513real estateLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
8
5201 WATERFORD DISTRICT DR, 9TH, FLOOR - MIAMI, FL 33126305-501-2295equitypts.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 8 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
EQUITY PROPERTY TAX SOLUTIONS, LLC
ProfitSharing
Assets$2.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EQUITY PROPERTY TAX SOLUTIONS, LLC CASH BALANCE PLAN
CashBalance
Assets$760K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EQUITY PROPERTY TAX SOLUTIONS, LLC | ProfitSharing | $2.5M | 4 | 2025 | |
| 002 | EQUITY PROPERTY TAX SOLUTIONS, LLC CASH BALANCE PLAN | CashBalance | $760K | 4 | 2024 |
Retirement plans