The Equitable 401(k) Plan
Sponsored by Equitable Financial Life Insurance Company · EIN 135570651 · Plan #005
- Total assets
- $2.6B
- Net assets
- $2.6B
- Active participants
- 7,549
- With balances
- 12,912
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $363,862 |
| Lbi Software Engineering | Consulting (general), Direct payment from the plan | $300,000 |
| Equitable | Other services, Direct payment from the plan | $283,769 |
| Pricewaterhousecoopers, Llp | Accounting, Direct payment from the plan | $98,000 |
| Kilpatrick Stockton Llp | Legal, Direct payment from the plan | $23,840 |