Plan Snapshot
- Plan Sponsor: Echo Group, INC.
- Sponsor EIN: 420669352
- Sponsor Address: 1851 MADISON AVENUE SUITE 710, COUNCIL BLUFFS, IA, 51503
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 587 | $62.4M | $1.3M | $4.4M |
| 2023 | 635 | $54.9M | $1.3M | $4.1M |
| 2022 | 609 | $43.9M | $1.2M | $3.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $125,328 | — | $125,328 |
| COMMERCE BANK | Other Service Provider | $31,040 | — | $31,040 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | Investment Advisor | $30,000 | — | $30,000 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $10,362 | — | $10,362 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,730
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 |
|---|---|---|---|---|---|
| 2025 | $9,757,011 | $40,362 | — | — | — |
| 2024 | $262,515 | $115,514 | — | — | — |
| 2023 | $208,981 | $94,787 | — | — | — |
| 2022 | $204,556 | — | $204,556 | — | — |