Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Equitable Advisors LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 116 retirement plans with 100 or more participants reported paying Equitable Advisors LLC $5,000 or more. Those plans cover 113,824 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.1M. Per plan, the median was $68.61 per participant, with the middle half of plans between $30.59 and $129. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (18), New York (18) and New Jersey (16).
In 2009 it appeared on 50 such filings; in 2024, 119 (up 138%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $30.59 | $68.61 | $129 |
| Compensation as a share of plan net assets | 0.13% | 0.21% | 0.31% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Open PEP | Plan Professionals, LLC | NJ | 20,927 | $354M | $14K |
| Student Transportation of America, Inc. 401(k) Savings Plan | Student Transportation of America, Inc. | NJ | 13,265 | $48.1M | $77K |
| Dorman Products, Inc. 401(k) Retirement Plan & Trust | Dorman Products, Inc. | PA | 5,077 | $239M | $32K |
| Sunview 401(k) Plan | Sunview Vineyards of California, Inc. | CA | 4,707 | $15.1M | $47K |
| Mariani Enterprises 401(k) Savings Plan | Mariani Enterprises LLC | IL | 4,098 | $71.1M | $126K |
| WSFS Financial Corporation Section 401(k) Savings & Retirement Plan | Wilmington Savings Fund Society, FSB | DE | 3,739 | $260M | $245K |
| Evolution's Retirement Savings Plan | Evolution US, LLC | NJ | 2,723 | $5.6M | $5,558 |
| Antolin 401(k) Plan | Grupo Antolin North America, Inc. | MI | 2,451 | $151M | $90K |
| Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust | Covelli Enterprises, Inc. | OH | 2,448 | $56.4M | $18K |
| Five Guys Enterprises, LLC 401(k) Plan | Five Guys Enterprises LLC | VA | 2,334 | $43.5M | $65K |
| Vonage 401(k) Retirement Plan | Vonage Holdings Corp. | NJ | 1,942 | $289M | $81K |
| American Financial Network, Inc. 401(k) Profit Sharing Plan | American Financial Network, Inc. | CA | 1,881 | $43.2M | $66K |
| Steamfitters Surety Fund Local Union No 475 | Board of Trustees Steamfitters Surety Fund Local 475 | NJ | 1,850 | $174M | $0 |
| The Krapf Group 401(k) Plan | The Krapf Bus Companies | PA | 1,807 | $26.9M | $26K |
| Planet Equity Group, LLC 401(k) Plan | Planet Equity Group, LLC | IL | 1,678 | $53.3M | $28K |
| Educational Bus Transportation, Inc. 401(k) Plan | Educational Bus Transportation, | NY | 1,576 | $13.9M | $0 |
| Preferred Home Care 401(k) Plan | Preferred Home Health Care & Nursing Services, Inc. | NJ | 1,525 | $9.8M | $23K |
| Pacific Manufacturing Ohio, Inc. 401(k) | Pacific Industries USA | OH | 1,435 | $16.3M | $36K |
| Windsor House, Inc. 401(k) Savings Plan | Windsor House, Inc. | OH | 1,202 | $17.9M | $21K |
| Premier Therapy LLC Employees' 401(k) Plan | Premier Therapy LLC | PA | 1,136 | $20.2M | $34K |
| US Legal Support, Inc. 401(k) Plan | U.S. Legal Support, Inc. | TX | 1,080 | $42.2M | $34K |
| Bactolac Pharmaceutical 401(k) Plan | Bactolac Pharmaceutical, Inc. | NY | 1,047 | $13.8M | $35K |
| Aegis Sciences Corporation 401(k) Plan | Aegis Sciences Corporation | TN | 1,025 | $47.7M | $0 |
| Goodwill Industries of Dallas, Inc. 403(b) Tax-Deferred Annuity | Goodwill Industries of Dallas, Inc. | TX | 940 | $6.5M | $6,373 |
| Fortec Medical, Inc. 401(k) Profit Sharing | Fortec Medical, Inc. | OH | 939 | $59.3M | $9,315 |
| The Russian School of Mathematics 401(k) Plan | The Russian School of Mathematics | MA | 850 | $30.8M | $48K |
| Harry Winston, Inc. Savings Plan | Harry Winston, Inc. | NY | 824 | $96.4M | $54K |
| Freedman Seating Company 401(k) Plan | Freedman Seating Company | IL | 805 | $30.1M | $49K |
| MG Properties Retirement Plan | Gleiberman Properties Inc. | CA | 788 | $22.0M | $44K |
| Worth & Company, Inc. Retirement Plan | Worth & Company, Inc. | PA | 788 | $80.9M | $187K |
| Looking Upwards, Inc. 401 (K) Retirement Plan | Looking Upwards, Inc. | RI | 723 | $9.1M | $21K |
| Solace Healthcare, Inc. 401(k) Plan | Solace Healthcare, Inc. | CO | 722 | $16.5M | $50K |
| Middletown Medical, P.C. 401(k) Profit Sharing Plan | Middletown Medical, P.C. | NY | 687 | $19.4M | $75K |
| Oci Holdings 401(k) Plan | Oci Holdings, LLC | TX | 620 | $6.7M | $16K |
| Levity Live LLC 401(k) Profit Sharing Plan & Trust | Levity Live LLC | CA | 618 | $751K | $7,500 |
| Cyrusone 401(k) Savings Plan | Cyrusone LLC | TX | 598 | $64.4M | $57K |
| Stant Corporation 401(k) Plan | Stant Corporation | MI | 585 | $23.4M | $35K |
| Sioux Center Health 401(k) Plan | Sioux Center Health | IA | 573 | $38.2M | $42K |
| Guthy-Renker Ventures, LLC 401(k) Plan | Guthy - Renker Ventures, LLC | CA | 570 | $52.9M | $88K |
| Premier Medical Resources, LLC 401(k) Plan | Premier Medical Resources, LLC | TX | 549 | $4.2M | $6,562 |
Questions and answers
How many plans does Equitable Advisors LLC serve?
116 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Equitable Advisors LLC?
The median plan reported $68.61 per participant in direct and indirect compensation (107 plans reporting an amount), or 0.21% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (45 plans), Other services (25 plans), Recordkeeping and information management (13 plans) and Trustee (bank, trust company, or similar financial institution) (13 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.