What public Form 5500 filings show about the Echelon Group, LLC, DBA OPOC.US 401(k) plan — and how to find and check your own account.
Echelon Group, LLC, DBA OPOC.US (EIN 88-0772314) reports OPOC.US 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $6.7M in plan assets across 129 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Echelon Group, LLC, DBA OPOC.US filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Echelon Group, LLC, DBA OPOC.US 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA TRUST, NATIONWIDE, CADARET GRANT & CO, BRADY WARE & SCHOENFELD, EDWARD DA SOMMER, OPOC US.
