Filings through .
Sponsor portfolio
Equity and Wellness Institute
EIN 85-2080740management consultingLatest filing 2025
Plans
1
Retirement
1
$109K assets
Welfare
0
Participants
3
3550 WATT AVE., STE. 424 - SACRAMENTO, CA 95821916-238-8411eqwi.usLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EQUITY AND WELLNESS INSTITUTE 401(K) PLAN | 401(k) | $109K | 3 | 2025 |
Retirement plans