Equus Capital Partners, Ltd. 401(k) Plan: Login, Facts & Contact Information

Equus Capital Partners, Ltd. 401(k) Plan Facts

Plan name
EQUUS CAPITAL PARTNERS, LTD. 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EQUUS CAPITAL PARTNERS, LTD.
Participants
547 (282 active employees)
Former employees with a balance
232
Plan assets
$69,209,911 at Dec 31, 2024
Average account balance
$171,737 across 403 accounts
Employer contributions
$832,899 in plan year 2024 (33% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 31, 2012
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.56 million went into the plan in contributions, $832,899 of it from the employer (33%).
  • $3.05 million was paid out to participants.
  • Investment and other income added $8.75 million.
  • Administrative expenses were $7,651, about $19 per account.

How the Equus Capital Partners, Ltd. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019448$43.9 million$676,885$5.08 million
2020456$51.9 million$687,969$1.07 million
2021474$64.0 million$717,168$613,352
2022505$55.8 million$764,450$1.58 million
2023527$61.0 million$801,914$6.73 million
2024547$69.2 million$832,899$3.05 million

Equus Capital Partners, Ltd. 401(k) Contact Information

Phone
215-575-2396
Mailing address
3843 WEST CHESTER PIKE, NEWTOWN SQUARE PA 19073
Plan sponsor
EQUUS CAPITAL PARTNERS, LTD.
Employer identification number (EIN)
20-0971206
Plan number
001

Questions about the Equus Capital Partners, Ltd. 401(k)

Does Equus Capital Partners, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $832,899, 33% of all contributions.

Does the Equus Capital Partners, Ltd 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Equus Capital Partners, Ltd 401(k) plan?

547 participants at the start of plan year 2024, 282 of them active employees, and 232 former employees who still had money in the plan.

What is the average 401(k) balance at Equus Capital Partners, Ltd?

About $171,737 per account: $69.2 million in plan assets across 403 accounts with a balance at the end of plan year 2024.

Who manages the Equus Capital Partners, Ltd 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Equus Capital Partners, Ltd. How do I access my 401(k)?

Your account stays with Vanguard 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.

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