Plan Snapshot
- Plan Sponsor: Equifax, INC
- Sponsor EIN: 580401110
- Sponsor Address: 1550 PEACHTREE STREET NW, ATLANTA, GA, 303090000
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 4,918
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,918 | $0 | $51.4M | $30.5M |
| 2023 | 5,177 | $0 | $51.7M | $31.3M |
| 2022 | 5,706 | $0 | $41.2M | $40.1M |
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 |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INS COMPANY | Other Service Provider | $3,787,485 | — | $3,787,485 |
| KILPATRICK TOWNSON | Other Service Provider | $245,898 | — | $245,898 |
| GRAND ROUNDS | Other Service Provider | $245,627 | — | $245,627 |
| SMITH & HOWARD | Other Service Provider | $83,500 | — | $83,500 |
| WEX | ERISA Attorney | $31,142 | — | $31,142 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEX — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,393,652
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 | $3,403,467 | — | $2,344,677 | $83,500 | — |
| 2023 | $3,183,417 | — | — | $98,000 | — |
| 2022 | $3,325,251 | — | — | — | $3,325,251 |