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.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Echelon Wealth Advisors, LLC Cash Balance Plan | 001 | 4 | $391K |
| Echelon Wealth Advisors, LLC 401(k) Plan | 002 | 4 | $280K |
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?
