Plan Snapshot
- Plan Sponsor: Echo Community Health Care
- Sponsor EIN: 351791786
- Sponsor Address: 315 MULBERRY STREET, EVANSVILLE, IN, 47713
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 121 | $9.5M | $175,020 | $654,404 |
| 2023 | 139 | $8.0M | $177,181 | $710,827 |
| 2022 | 129 | $6.4M | $198,024 | $680,076 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | INVESTMENT ADVISOR | $33,651 | — | $33,651 |
| KEMPER CPA GROUP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEMPER CPA GROUP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,651
- Estimated Expense Ratio: 0.354% 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 | $34,251 | — | $34,251 | — | — |
| 2023 | $30,526 | — | $30,526 | — | — |
| 2022 | $32,937 | — | $32,937 | — | — |