Department of Labor filing

EQUUS SOFTWARE LLC

EQUUS SOFTWARE LLC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

61filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$5,268

Reported employer contributions per active participant.

Higher than about 76% of comparable plans

#People in the filing

100

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$297 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 24% of comparable plans

↗Investment performance

Not available

Plan assets changed 21.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202461out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions76th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense24th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, EQUUS SOFTWARE LLC reported $526,823 in employer contributions across the plan and 100 active participants. That works out to $5,268 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy55%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 3.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 18.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context61/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $526,823
Participant contributions: $1,213,657
Other contributions: $648,042
Employer share of reported contributions: 30.3%
Beginning assets: $20,811,316
Ending assets: $25,178,018
Ending net assets: $25,178,018
Ending liabilities: $0
Total income: $5,846,773
Total expenses: $1,480,071
Administrative expenses: $52,349
Participant loans: $67,576

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,088

2023

$4,769

2024

$5,268

Plan-paid administrative expenses per participant

2022

$251

2023

$246

2024

$297

Active participants

2022

123

2023

110

2024

100

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,268	100	25.2M	20251014042242NAL0003109648001
2023	$4,769	110	20.8M	20241009151545NAL0018630705001
2022	$5,088	123	16.8M	20231016134442NAL0076187090001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 841499245-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2002
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2S2E3D2G2J2K2F2T3F3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
THE VANGUARD GROUP, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014042242NAL0003109648001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗