Equinox, Inc. 403(b) Plan
Sponsored by Equinox, Inc. · EIN 141437421 · Plan #002
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 282
- With balances
- 127
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Marshall + Sterling Wealth Advisors, Inc. CRD 164345 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Administrative Svc | Recordkeeping, Participant loan processing, Participant communication | $15,047 |
| Marshall & Sterling Wealth Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $14,862 |