Equity Trust Company (aka: Equity Trust Company) - General Status
Equity Trust Company has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.
Equity Trust Company (aka: Equity Trust Company) Web Homepage
Equity Trust Company has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Equity Trust Company, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Equity Trust Company to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Equity Trust Company offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Equity Trust Company does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Equity Trust Company are marketed using the following approaches:
- End of List Declared by Equity Trust Company
Helpful Employee Resources
Equity Trust Company has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Equity Trust Company provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Equity Trust Company, please visit our General Equity Trust Company Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Vendor FormsEquity Trust Company has not provided copies of or links to any Vendor Forms. Please contact Equity Trust Company to request any forms you might need.
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Employers for which Equity Trust Company (aka: Equity Trust Company) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Equity Trust Company holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Equity Trust Company holds an Inactive Payroll Slot:
Employers for which Equity Trust Company is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Equity Trust Company is eligible to receive exchanges, transfers, and rollover contributions because Equity Trust Company has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Equity Trust Company is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Equity Trust Company is classified as an Orphaned Vendor:
Employers for which Equity Trust Company is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Equity Trust Company is a Deselected Vendor.
Employers for which Equity Trust Company is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Equity Trust Company is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Equity Trust Company is classified as a Grandfathered Exchange Vendor:
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