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Equity Trust Company
(aka: Equity Trust Company)
Vendor General Information

This Vendor Page has not been approved by Equity Trust Company,
but the information provided should be useful to you.

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 at this time.

Equity Trust Company (aka: Equity Trust Company) Web Homepage

Equity Trust Company Homepage may be accessed here .

Product Information

Click the link(s) below for information on Equity Trust Company investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Equity Trust Company accounts:

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403(b) Investment Options

Equity Trust Company offers the following type(s) of 403(b) investment option:

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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:

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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 Forms and Online Submissions Links

Equity 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.

 

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:

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Important: The list below represents those Employers in whose 403(b) Plans Equity Trust Company holds an Inactive Payroll Slot:

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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:

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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.

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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:

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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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