Plan Snapshot
- Plan Sponsor: The Equity Technology Group, INC.
- Sponsor EIN: 320430595
- Sponsor Address: 20600 CHAGRIN BOULEVARD SUITE 1200, SHAKER HEIGHTS, OH, 44122
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $24.8M
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 | 183 | $24.8M | $0 | $2.0M |
| 2023 | 172 | $20.9M | $0 | $1.9M |
| 2022 | 168 | $16.9M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD — 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 | $95,030 | $65,031 | — | — | — |
| 2023 | $78,291 | $53,816 | — | — | — |
| 2022 | $85,075 | $24,812 | $60,263 | — | — |