# Equitable Financial Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/equitable-financial-life-insurance-company-401k-plan

> Equitable Financial Life Insurance Company's 401(k) plan: 7,549 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Equitable Financial Life Insurance Company

- **Sponsor EIN:** 135570651

- **Sponsor Address:** 100 MADISON STREET, SYRACUSE, NY, 13202

- **Plan Type:** 401(k)

- **Total Participants:** 7,549

- **Total Assets:** $2.6B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,549|$2.6B|$60.1M|$94.8M|

| 2023|0|$13.3M|$0|$0|

| 2022|0|$12.4M|$0|$0|

## 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|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$98,000|—|$98,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,000

- **Estimated Expense Ratio:** 0.004% 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|$1,008,523|—|—|$98,000|—|

| 2023|$106,396|$71,727|$8,096|—|—|

| 2022|$113,590|$79,023|$9,869|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/equitable-financial-life-insurance-company-401k-plan)

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