Equus Software 401(k) match, vesting and fees
What Equus Software's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Equus Software: employer contribution per participant | $3,010 | |
| Peer median | $2,521 |
| Equus Software: average balance | $143,874 | |
| Peer median | $75,833 |
| Equus Software: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.3M at the end of plan year 2021 to $25.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 182 | $25.2M | $527K | $3,010 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 176 | $20.8M | $525K | $3,086 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 174 | $16.8M | $626K | $3,725 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 168 | $18.3M | $489K | $3,078 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Equus Software match 401(k) contributions?
The match terms for the Equus Software LLC 401(k) Ps Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $527K in employer contributions, about $3,010 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Equus Software 401(k) match vested?
The vesting schedule for the Equus Software LLC 401(k) Ps Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Equus Software 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Equus Software LLC.
I left Equus Software. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Equus Software LLC, (303) 292-4200) or the recordkeeper, The Vanguard Group, Inc.. The Equus Software old 401(k) page lists the contacts from every plan filing. Find an old Equus Software 401(k)
Data from the public Form 5500 annual reports Equus Software filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Equus Software. Not financial advice. Report a correction · Methodology