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, 29 retirement plans with 100 or more participants reported paying Equitable Advisors LLC $5,000 or more. Those plans cover 22,335 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $87.78 per participant, with the middle half of plans between $35.69 and $136. 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 New York (10), Michigan (3) and North Carolina (3).
In 2012 it appeared on 12 such filings; in 2024, 29. 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 | $35.69 | $87.78 | $136 |
| Compensation as a share of plan net assets | 0.08% | 0.17% | 0.25% |
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 |
|---|---|---|---|---|---|
| Inmar, Inc. Profit Sharing and 401(k) Plan | Inmar, Inc. | NC | 4,503 | $241M | $35K |
| Edgewood Partners Insurance Center Savings Investment Plan | Edgewood Partners Insurance Center | NY | 3,941 | $527M | $64K |
| The Retiresmart PEP | Pentegra Services, Inc. | NY | 1,800 | $25.5M | $10K |
| Jencap Group 401(k) Plan | Jencap Group | NY | 1,309 | $111M | $13K |
| Hugh Chatham Memorial Hospital, Inc. 401(k) Plan | Hugh Chatham Memorial Hospital, Inc. | NC | 1,252 | $52.9M | $110K |
| Spear Physical Therapy PLLC 401(k) Plan | Spear Physical Therapy PLLC | NY | 994 | $15.3M | $24K |
| PRWT Services 401(k) Plan | PRWT Services, Inc. | PA | 639 | $8.7M | $24K |
| Inserra Supermarkets, Inc. Profit Sharing 401(k) Plan | Inserra Supermarkets, Inc. | NJ | 619 | $74.9M | $35K |
| Dolce & Gabbana USA, Inc. 401(k) Plan | Dolce & Gabbana USA, Inc. | NY | 610 | $24.4M | $21K |
| Asheville Eye Associates, PLLC 401(k) Plan | Asheville Eye Associates, PLLC | NC | 606 | $29.8M | $90K |
| Kamax Inc. 401(k) Savings Plan | Kamax Inc. | MI | 598 | $29.3M | $51K |
| Sportime Retirement Plan | Sportime Clubs, LLC | NY | 536 | $14.8M | $13K |
| Universal Display Corporation 401(k) Plan | Udc, Inc. | NJ | 530 | $75.4M | $117K |
| Utex Industries, Inc. Employees' 401(k) Plan | Utex Industries, Inc. | TX | 511 | $20.7M | $49K |
| Fetch, Inc. 401(k) Plan | Fetch, Inc. | NY | 456 | $12.1M | $66K |
| 401(k) Savings Plan of the Ideal Group of Companies | The Ideal Group, Inc. | MI | 423 | $33.1M | $68K |
| Era Industries, LLC 401(k) Plan | Era Industries, LLC | IL | 331 | $5.5M | $42K |
| Imperial Cars.com 401(k) Retirement Plan | Meehan Automobiles, Inc. DBA Imperial Chevrolet | MA | 317 | $16.4M | $16K |
| Zemba Bros., Inc. 401(k) Profit Sharing Plan | Zemba Bros., Inc. | OH | 291 | $10.7M | $28K |
| Cubrc and Avarint Employee Retirement Plan | Cubrc, Inc. | NY | 281 | $49.6M | $38K |
| Coins USA Retirement Plan | Construction Industry Solutions | NY | 255 | $21.7M | $48K |
| Alimed 401(k) Plan | Alimed, Inc. | MA | 241 | $9.8M | $8,601 |
| Alliance Credit Union 401(k) Plan | Alliance Credit Union | TX | 224 | $12.2M | $31K |
| E.B.S. 401(k) Plan | Ernest Bock & Sons, Inc. | PA | 210 | $5.3M | $20K |
| Digital Remedy 401(k) Plan | CPX Interactive DBA Digital Remedy | NY | 208 | $13.4M | $8,708 |
| Physician Healthcare Network, P.C. 401(k) Profit Sharing Plan | Physician Healthcare Network, P.C. | MI | 188 | $20.2M | $14K |
| O'Rourke Wrecking Company Profit Sharing Plan | O'Rourke Wrecking Company | OH | 176 | $14.7M | $30K |
| Southeastern Spine Institute 401(k) Profit Sharing Plan | Southeastern Spine Institute | SC | 145 | $7.6M | $19K |
| Razor USA, LLC Employees' 401(k) Plan | Razor USA, LLC | CA | 141 | $18.8M | $56K |
Questions and answers
How many plans does Equitable Advisors LLC serve?
29 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 $87.78 per participant in direct and indirect compensation (29 plans reporting an amount), or 0.17% 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) (25 plans) and Investment advisory (participants) (1 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.