Equifax Inc. 401k Plan — Form 5500 plan (Equifax Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Equifax Inc. 401k Plan is a benefit plan reported by Equifax Inc. under EIN 58-0401110 and plan number 003. The latest loaded filing year is 2023. The filing reports 11,102 participants and $1,308,882,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equifax Inc.
- EIN
- 58-0401110
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 11,102
- End-of-year plan assets
- $1,308,882,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,102 | H, C | 20250303142012NAL0011300594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,308,882,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,308,882,837
- Net assets (BOY)
- $1,112,822,282
Income & contributions
- Employer contributions
- $37,316,537
- Participant contributions
- $74,667,492
- Total contributions
- $122,513,561
- Total income / additions
- $326,221,230
Expenses & distributions
- Benefits paid
- $129,419,730
- Administrative expenses
- $740,945
- Total expenses
- $130,160,675
- Net increase / (decrease)
- $196,060,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Inst. Oper. Co., Inc | RECORDKEEPER | $311,312 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $304,095 | not reported in the loaded dataset | 2023 |
| Sageview | INVESTMENT ADVISOR | $49,858 | not reported in the loaded dataset | 2023 |
| Hogan Lovells Us Llp | ATTORNEY/LEGAL | $38,135 | not reported in the loaded dataset | 2023 |
| Smith & Howard | ACCOUNTANT/AUDITO R | $35,000 | not reported in the loaded dataset | 2023 |
| Apex Pension Strategies, Inc | CONSULTANT | $1,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equifax Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Fidelity Inv. Inst. Oper. Co., Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview — Schedule C compensation
- Hogan Lovells Us Llp — Schedule C compensation
- Smith & Howard — Schedule C compensation
- Apex Pension Strategies, Inc — Schedule C compensation