EQUITABLE ADVISORS LLC
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Equitable Advisors LLC at a glance
Equitable Advisors LLC appears on 217 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $15.3B in assets for 1,046,345 participants. The median client plan holds $12.6M. Most client plans are sponsored in NY, CA and NJ. The largest clients by plan assets are Equitable Financial Life Insurance Company and Paychex Retirement LLC. Plans reported $7.8M in direct and indirect compensation paid to Equitable Advisors LLC, a median of $24K per plan.
- Participants
- 1,046,345
- Median plan assets
- $12.6M
- Median plan participants
- 330
- Median fees per plan
- $24K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
Top client states
- NY43 plans
- CA17 plans
- NJ16 plans
- OH15 plans
- TX14 plans
Frequently asked questions
- Who uses Equitable Advisors LLC?
- 217 retirement plans list Equitable Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Equitable Financial Life Insurance Company, Paychex Retirement LLC, Geisinger System Services and Principal Life Insurance Company. Most client plans are sponsored in NY, CA and NJ.
- How many plans does Equitable Advisors LLC serve?
- Equitable Advisors LLC serves 217 retirement plans with $15.3B in plan assets and 1,046,345 participants, based on the latest Form 5500 filings through 2024.
- What does Equitable Advisors LLC charge?
- Plans reported $7.8M in total Schedule C compensation paid to Equitable Advisors LLC. The median plan paid $24K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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