Plan5500

401(K) Retirement Savings Plan — Form 5500 plan (Equix Holdings, 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, 401(K) Retirement Savings Plan is a benefit plan reported by Equix Holdings, Inc. under EIN 85-3508497 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,047 participants and $29,439,296 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equix Holdings, Inc.
EIN
85-3508497
Plan number
001
Plan type
2
Location
Fond Du Lac, WI
Latest filing year
2023
Participants
1,047
End-of-year plan assets
$29,439,296

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,047H, C20240930154149NAL0010496976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,439,296
Total liabilities (EOY)
$0
Net assets (EOY)
$29,439,296
Net assets (BOY)
$24,345,014

Income & contributions

Employer contributions
$1,210,639
Participant contributions
$2,410,272
Total contributions
$3,741,485
Total income / additions
$7,876,053

Expenses & distributions

Benefits paid
$2,681,412
Administrative expenses
$100,359
Total expenses
$2,781,771
Net increase / (decrease)
$5,094,282

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$59,790$02023
Spectrum InvestmentINVESTMENT ADVISORY$30,419not reported in the loaded dataset2023
Spectrum InvestmentINVESTMENT ADVISORY$10,150not reported in the loaded dataset2023

Related Form 5500 pages