# Equus Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/equus-holdings-inc-401k-plan

> Equus Holdings, INC.'s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Equus Holdings, INC.

- **Sponsor EIN:** 411827055

- **Sponsor Address:** 4400 W 78TH ST SUITE 110A, BLOOMINGTON, MN, 55435

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

- **Total Participants:** 139

- **Total Assets:** $25.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|139|$25.4M|$473,430|$1.3M|

| 2023|134|$24.7M|$506,783|$1.5M|

| 2022|181|$21.6M|$0|$1.4M|

## 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|

| REDPATH AND COMPANY, LLC|Auditor|$18,200|—|$18,200|

### Verified Provider Profiles

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

- [REDPATH AND COMPANY, LLC](https://planprovider.pro/provider/redpath-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,200

- **Estimated Expense Ratio:** 0.072% 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|$72,447|$22,500|—|$18,200|—|

| 2023|$50,670|$22,500|—|—|—|

| 2022|$65,262|—|—|—|—|

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