# Equivest Development, INC. 401(k) Plan
Source: https://planprovider.pro/companies/equivest-development-inc-401k-plan

> Equivest Development, INC.'s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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