# Echo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/echo-inc-401k-plan-002

> Echo, INC.'s 401(k) plan: 1,001 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Echo, INC.

- **Sponsor EIN:** 362754021

- **Sponsor Address:** 400 OAKWOOD ROAD, LAKE ZURICH, IL, 60047

- **Plan Type:** 401(k)

- **Total Participants:** 1,001

- **Total Assets:** $101.8M

## 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|1,001|$101.8M|$2.7M|$4.4M|

| 2023|1,037|$90.2M|$2.8M|$4.4M|

| 2022|1,042|$77.2M|$2.5M|$4.0M|

## 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|

| ALLIANCE PENSION CONSULTANTS, LLC|RECORDKEEPER|$45,993|—|$45,993|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|—|$42,335|$42,335|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,328

- **Estimated Expense Ratio:** 0.087% 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|$45,993|—|—|—|—|

| 2023|$41,384|—|—|—|—|

| 2022|$38,538|—|—|—|$38,538|

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