Plan Ledger DOL Form 5500 · updated monthly

Equifax Inc.401(k)

EQUIFAX INC. 401K PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Equifax Inc. reported $730,349 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $5,802 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 29th-largest of 2,160 plans among Georgia employers on file, and the 128th of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has shrunk from 7,486 to 6,424 since 2022.

Plan summary
Net assets, end of year$1,472,799,033
Participants with balances9,702
Active participants6,424
Employer contributions$37,272,888
Employee contributions$75,415,673
Employer contribution per active participant$5,802
Average account balance$151,804
Benefits paid to participants$138,318,067
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5B · 9,702 accts · $37.3M emplr
2023$1.3B · 10,009 accts · $37.3M emplr
2022$1.1B · 10,770 accts · $37.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$177,330
Investment management$421,550
Audit (IQPA)$39,500
Total administrative$730,349
The Equifax Inc. 401(k) match · 2024
Employer contribution per active participant$5,802
Median for plans this size$5,259
2024$5,802 per active participant
2023$5,493 per active participant
2022$5,021 per active participant

Equifax Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$422,704
FIDELITY INV. INST. OPER. CO., INC · Loan processing$123,624
SAGEVIEW · Consulting · Investment advisory (plan)$108,125
SMITH & HOWARD · Accounting / audit$70,939
HOGAN LOVELLS US LLP · Consulting · Legal$3,957
APEX PENSION STRATEGIES, INC · Consulting$1,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$730,349 · 0.05%
2023$740,945 · 0.06%
2022$1,372,743 · 0.11%
Same employer
Similar plansFinance & Insurance · Georgia
Voya Services Company GA$2.7B · 0.00%
Global Payments Inc. GA$2.6B · 0.03%
Crawford & Company GA$592.5M · 0.11%
Digital Insurance, LLC GA$401.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580401110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.