# Echo Community Health Care 401(k) Plan
Source: https://planprovider.pro/companies/echo-community-health-care-401k-plan

> Echo Community Health Care's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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