Plan Snapshot
- Plan Sponsor: Equifax, INC
- Sponsor EIN: 580401110
- Sponsor Address: 1550 PEACHTREE STREET NW, ATLANTA, GA, 303090000
- Plan Type: 401(k)
- Total Participants: 6,424
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,424 | $1.5B | $37.3M | $75.4M |
| 2023 | 6,793 | $1.3B | $37.3M | $74.7M |
| 2022 | 7,486 | $1.1B | $37.6M | $75.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $422,704 | — | $422,704 |
| FIDELITY INV. INST. OPER. CO., INC | RECORDKEEPER | $123,624 | — | $123,624 |
| SAGEVIEW | INVESTMENT ADVISOR | $108,125 | — | $108,125 |
| SMITH & HOWARD | ACCOUNTANT/AUDITO R | $70,939 | — | $70,939 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INV. INST. OPER. CO., INC — RECORDKEEPER
- SAGEVIEW — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $725,392
- Estimated Expense Ratio: 0.049% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $730,349 | $421,550 | — | $39,500 | — |
| 2023 | $740,945 | $304,095 | — | — | — |
| 2022 | $1,372,743 | — | — | — | — |