Plan Snapshot
- Plan Sponsor: Echo Maintenance, LLC
- Sponsor EIN: 760395606
- Sponsor Address: 6711 N. TWIN CITY HWY, PORT ARTHUR, TX, 77642
- Plan Type: 401(k)
- Total Participants: 1,302
- Total Assets: $32.8M
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 | 1,302 | $32.8M | $532,119 | $2.2M |
| 2023 | 1,488 | $30.4M | $528,098 | $2.1M |
| 2022 | 867 | $26.2M | $523,254 | $2.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORD KEEPER | $85,708 | — | $85,708 |
| MERRILL LYNCH | REGISTERED INVESTMENT ADV | $60,442 | — | $60,442 |
| COOK PARKER AND ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORD KEEPER
- MERRILL LYNCH — REGISTERED INVESTMENT ADV
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,150
- Estimated Expense Ratio: 0.445% 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 | $160,541 | — | $160,541 | — | — |
| 2023 | $145,564 | — | — | — | — |
| 2022 | $142,650 | $142,650 | — | — | — |