ECHELON WEALTH ADVISORS, LLC
EIN 55-0818176ROCHESTER, NY
ECHELON WEALTH ADVISORS, LLC (EIN 55-0818176) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $671K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
8
Total assets
$671K
A ECHELON WEALTH ADVISORS, LLC employee? See the ECHELON WEALTH ADVISORS, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 55-0818176
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| ECHELON WEALTH ADVISORS, LLC CASH BALANCE PLAN | 001 | 4 | $391K |
| ECHELON WEALTH ADVISORS, LLC 401(K) PLAN | 002 | 4 | $280K |
About this EIN
55-0818176 is the Employer Identification Number (EIN) ECHELON WEALTH ADVISORS, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?