# Echo Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/echo-group-inc-401k-plan

> Echo Group, INC.'s 401(k) plan: 587 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 587

- **Total Assets:** $62.4M

## 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.|

| 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|$147,001|—|$147,001|

| COMMERCE BANK|INVESTMENT ADVISOR|$110,982|—|$110,982|

| KROESE & KROESE|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $257,983

- **Estimated Expense Ratio:** 0.413% 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|$262,515|$115,514|—|—|—|

| 2023|$208,981|$94,787|—|—|—|

| 2022|$204,556|—|$204,556|—|—|

## Similar Plans

- [Dsi Distributing INC.](https://planprovider.pro/companies/dsi-distributing-inc-401k-plan) — 361 participants

- [Van Meter INC.](https://planprovider.pro/companies/van-meter-inc-plan-002) — 837 participants

- [Van Meter INC.](https://planprovider.pro/companies/van-meter-inc-401k-plan) — 840 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/echo-group-inc-401k-plan)

© 2026 PlanProvider.Pro