Plan Snapshot
- Plan Sponsor: Equifax, INC
- Sponsor EIN: 580401110
- Sponsor Address: 1550 PEACHTREE STREET NW, ATLANTA, GA, 303090000
- Plan Type: 401(k)
- Plan Number: 517
- Total Participants: 402
- Total Assets: $1.6M
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 | 402 | $1.6M | $1.0M | $0 |
| 2023 | 0 | $1.1M | $1.2M | $0 |
| 2022 | 0 | $1.1M | $1.3M | $110,808 |
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 |
|---|---|---|---|---|
| EXTEND HEALTH | Other Service Provider | $24,484 | — | $24,484 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,484
- Estimated Expense Ratio: 1.530% 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 | $24,484 | $24,484 | — | — | — |
| 2023 | $22,876 | $22,876 | — | — | — |
| 2022 | $94,657 | — | — | — | $94,657 |