Plan Snapshot
- Plan Sponsor: Echoing Hills Village, INC.
- Sponsor EIN: 310735747
- Sponsor Address: 36272 COUNTY ROAD 79, WARSAW, OH, 438449770
- Plan Type: 403(b)
- Total Participants: 469
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 469 | $5.3M | $80,790 | $476,242 |
| 2023 | 461 | $5.4M | $70,171 | $445,760 |
| 2022 | 481 | $5.1M | $69,249 | $426,792 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,135 | — | $16,135 | — | — |
| 2023 | $15,506 | — | $15,335 | — | — |
| 2022 | $16,541 | — | $16,371 | — | — |