The Echo Design Group, Inc. 401(k) Plan
Sponsored by The Echo Design Group, Inc. · EIN 131543397 · Plan #001
- Total assets
- $36.2M
- Net assets
- $36.1M
- Active participants
- 82
- With balances
- 130
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $99,080 |
| Anchin, Block & Anchin | Accounting, Direct payment from the plan | $32,445 |
| Concierge Retirement Services | Contract administrator, Other services, Direct payment from the plan | $6,658 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $0 |
| Anchin, Block & Anchin | Accounting, Direct payment from the plan | $0 |
| Madison Pension Services Inc | Contract administrator, Other services, Direct payment from the plan | $0 |
| Wells Fargo Advisors Fin Network | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other fees | $0 |