Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Equitify, LLC
EIN 85-3872262Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$371K assets
Welfare
0
Participants
10
2300 CONTRA COSTA BOULEVARD, SUITE 200 - PLEASANT HILL, CA 94523858-518-0261
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $371K assets / 10 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
EQUITIFY, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$357K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EQUITIFY, LLC RETIREMENT PLAN
Profit-sharing
Assets$13K
Participants5
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 | EQUITIFY, LLC CASH BALANCE PENSION PLAN | Cash balance | $357K | 5 | 2025 | |
| 001 | EQUITIFY, LLC RETIREMENT PLAN | Profit-sharing | $13K | 5 | 2025 |
Retirement plans