AUMdb

Retirement Plan Of Echoing Hills Village, Inc.

Sponsored by Echoing Hills Village, Inc. · EIN 310735747 · Plan #003

Total assets
$5.3M
Net assets
$5.3M
Active participants
469
With balances
211

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 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 $16,134
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Other fees $0