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.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Foreign Limited Liability Company (Llc)
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
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Corporation Service Company
Registered Agent
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84 STATE ST, BOSTON, MA 02109
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Daniel Haug
REAL PROPERTY
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Bianca Martinez
REAL PROPERTY
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Shannon Jensen
REAL PROPERTY
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Showing current associates only (4 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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11995 EL CAMINO REAL, SAN DIEGO, CA 92130
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
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 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor
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