# Echelon Group, LLC, Dba Opoc.Us 401(k) Plan
Source: https://planprovider.pro/companies/echelon-group-llc-dba-opoc-us-401k-plan

> Echelon Group, LLC, Dba Opoc.Us's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BRADY, WARE & SCHOENFELD, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BRADY, WARE & SCHOENFELD, INC.](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|

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