Plan Snapshot
- Plan Sponsor: Equitable Holdings, INC
- Sponsor EIN: 900226248
- Sponsor Address: 100 MADISON STREET, SYRACUSE, NY, 13202
- Plan Type: DB
- Total Participants: 174
- Total Assets: $201.4M
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 | 174 | $201.4M | $0 | $0 |
| 2023 | 177 | $210.0M | $0 | $0 |
| 2022 | 187 | $213.0M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $500,742 | — | $500,742 |
| MILLIMAN, INC. | Recordkeeper | $300,728 | — | $300,728 |
| EQUITABLE | Recordkeeper | $101,965 | — | $101,965 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $70,000 | — | $70,000 |
| ALIGHT SOLUTIONS | Recordkeeper | $23,271 | — | $23,271 |
| NORTHERN TRUST | Other Service Provider | $19,731 | — | $19,731 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- MILLIMAN, INC. — Recordkeeper
- EQUITABLE — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
- ALIGHT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,016,437
- Estimated Expense Ratio: 0.505% 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 | $1,459,043 | $711,153 | $19,731 | $70,000 | — |
| 2023 | $1,200,668 | $459,844 | $19,138 | $74,000 | — |
| 2022 | $1,855,062 | $1,076,025 | — | — | $555,253 |