# Equus Software LLC 401(k) Plan
Source: https://planprovider.pro/companies/equus-software-llc-401k-plan

> Equus Software LLC's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Equus Software LLC

- **Sponsor EIN:** 841499245

- **Sponsor Address:** 390 UNION BLVD, LAKEWOOD, CO, 80228

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

- **Total Participants:** 100

- **Total Assets:** $25.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|100|$25.2M|$526,823|$1.2M|

| 2023|110|$20.8M|$524,559|$1.4M|

| 2022|123|$16.8M|$625,800|$1.3M|

## 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|

| GLOBAL RETIREMENT PARTNERS|NONE|$50,070|—|$50,070|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,070

- **Estimated Expense Ratio:** 0.199% 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|$52,349|$50,070|$2,279|—|—|

| 2023|$42,742|$39,210|$3,532|—|—|

| 2022|$42,234|$38,193|$4,041|—|—|

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