Plan Snapshot
- Plan Sponsor: Equus Capital Partners, Ltd.
- Sponsor EIN: 200971206
- Sponsor Address: 3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $69.2M
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 | 282 | $69.2M | $832,899 | $1.7M |
| 2023 | 310 | $61.0M | $801,914 | $1.7M |
| 2022 | 300 | $55.8M | $764,450 | $1.6M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,651 | — | $7,651 | — | — |
| 2023 | $4,830 | — | $4,830 | — | — |
| 2022 | $6,077 | — | $6,077 | — | — |