Equity Fund Advisors, LLC

Massachusetts
Registered In
02/21/2018
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction

Company Summary

Equity Fund Advisors, LLC at 11995 El Camino Real, San Diego, Ca 92130 lists Daniel Haug and Bianca Martinez as associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Company Type
Foreign Limited Liability Company (Llc)
Status
Active
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Corporation Service Company Registered Agent
84 STATE ST, BOSTON, MA 02109
Daniel Haug REAL PROPERTY
Bianca Martinez REAL PROPERTY
Shannon Jensen REAL PROPERTY
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11995 EL CAMINO REAL, SAN DIEGO, CA 92130 View Map
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Financial Information for Equity Fund Advisors, LLC

Form 5500

EQUITY FUND ADVISORS, LLC

2325 East Camelback Road 9th Floor, Phoenix, Az 85016 (602) 778-6000 EIN:20-0572888 Plan Admin:Plan Administrative Committee Ofthe Equity Fund Advisors,llc 401(K)pla
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameEQUITY FUND ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY259 / 0 Assets BOY/EOY$29,240,090 / $0 2022 EQUITY FUND ADVISORS, LLC 401(K) PLAN - Plan #001 259 / 0 $29,240,090 / $0
2021 Plan NameEQUITY FUND ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY273 / 259 Assets BOY/EOY$28,852,402 / $29,240,090 2021 EQUITY FUND ADVISORS, LLC 401(K) PLAN - Plan #001 273 / 259 $28,852,402 / $29,240,090
2021 Plan NameEQUITY FUND ADVISORS, LLC GROUP WELFARE BENEFIT PLAN Plan #507 Participants BOY/EOY158 / 0 Assets BOY/EOY$0 / $0 2021 EQUITY FUND ADVISORS, LLC GROUP WELFARE BENEFIT PLAN - Plan #507 158 / 0 $0 / $0
2020 Plan NameEQUITY FUND ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY286 / 273 Assets BOY/EOY$26,694,467 / $28,852,402 2020 EQUITY FUND ADVISORS, LLC 401(K) PLAN - Plan #001 286 / 273 $26,694,467 / $28,852,402
2020 Plan NameEQUITY FUND ADVISORS, LLC GROUP WELFARE BENEFIT PLAN Plan #507 Participants BOY/EOY158 / 0 Assets BOY/EOY$0 / $0 2020 EQUITY FUND ADVISORS, LLC GROUP WELFARE BENEFIT PLAN - Plan #507 158 / 0 $0 / $0
2019 Plan NameEQUITY FUND ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY321 / 286 Assets BOY/EOY$22,472,781 / $26,694,467 2019 EQUITY FUND ADVISORS, LLC 401(K) PLAN - Plan #001 321 / 286 $22,472,781 / $26,694,467
2019 Plan NameEQUITY FUND ADVISORS, LLC GROUP WELFARE BENEFIT PLAN Plan #507 Participants BOY/EOY178 / 0 Assets BOY/EOY$0 / $0 2019 EQUITY FUND ADVISORS, LLC GROUP WELFARE BENEFIT PLAN - Plan #507 178 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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