Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EQUITY EVALUATIONS, INC.
EIN 84-4813487Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
22
2530 ATLANTIC AVENUE, SUITE A - LONG BEACH, CA 908062741888-818-4557equityevals.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 22 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
EQUITY EVALUATIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$897K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EQUITY EVALUATIONS, INC. 401(K) PLAN
401k
Assets$833K
Participants13
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 | EQUITY EVALUATIONS, INC. CASH BALANCE PLAN | CashBalance | $897K | 9 | 2025 | |
| 001 | EQUITY EVALUATIONS, INC. 401(K) PLAN | 401k | $833K | 13 | 2025 |
Retirement plans