Plan Snapshot
- Plan Sponsor: Echelon Group, LLC, Dba Opoc.Us
- Sponsor EIN: 880772314
- Sponsor Address: 300 W. WILSON BRIDGE RD., WORTHINGTON, OH, 43085
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $6.7M | $296,399 | $633,684 |
| 2023 | 129 | $6.1M | $291,395 | $605,264 |
| 2022 | 131 | $4.7M | $266,751 | $519,945 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMEWNT SOLUTIONS, | Recordkeeper | $41,365 | — | $41,365 |
| OPOC.US | Recordkeeper | $7,729 | — | $7,729 |
| BRADY WARE & SCHOENFELD | Auditor | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMEWNT SOLUTIONS, — Recordkeeper
- BRADY WARE & SCHOENFELD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,094
- Estimated Expense Ratio: 0.832% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,751 | — | $61,751 | — | — |
| 2023 | $11,328 | — | $7,328 | $4,000 | — |
| 2022 | $16,218 | — | $16,218 | — | — |