Equiniti Trust Company 401(k) Plan: Login, Facts & Contact Information
Equiniti Trust Company 401(k) Login
433 former Equiniti Trust Company employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2022 filing.
Equiniti Trust Company 401(k) Plan Facts
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 16, 2023. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2022
- $6.22 million went into the plan in contributions, $2.09 million of it from the employer (34%).
- $3.92 million was paid out to participants.
- Administrative expenses were $8,836, about $6 per account.
How the Equiniti Trust Company 401(k) changed, 2018–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 424 | $14.0 million | $1.04 million | $780,206 |
| 2019 | 493 | $21.0 million | $1.38 million | $1.69 million |
| 2020 | 625 | $27.9 million | $1.70 million | $2.68 million |
| 2021 | 660 | $39.4 million | $1.78 million | $2.25 million |
| 2022 | 715 | $85.5 million | $2.09 million | $3.92 million |
Equiniti Trust Company 401(k) Contact Information
Questions about the Equiniti Trust Company 401(k)
Does Equiniti Trust Company contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $2.09 million, 34% of all contributions.
Does the Equiniti Trust Company 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Equiniti Trust Company 401(k) plan?
715 participants at the start of plan year 2022, 1,183 of them active employees, and 433 former employees who still had money in the plan.
What is the average 401(k) balance at Equiniti Trust Company?
About $54,158 per account: $85.5 million in plan assets across 1,579 accounts with a balance at the end of plan year 2022.
Who manages the Equiniti Trust Company 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Equiniti Trust Company. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.