Plan Snapshot
- Plan Sponsor: Equivest Development, INC.
- Sponsor EIN: 232277015
- Sponsor Address: 1500 WALNUT STREET, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 18 | $2.7M | $6,392 | $80,421 |
| 2023 | 18 | $2.2M | $6,312 | $65,886 |
| 2022 | 16 | $1.8M | $5,158 | $65,550 |