· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ECHO BAY MARINA, LLC — ECHO BAY MARINA, LLC PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008122009NAL0013715426001
ECHO BAY MARINA, LLC
Form 5500-SF
FILING_RECEIVED
ECHO BAY MARINA, LLC PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
18
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ECHO BAY MARINA, LLC
.
Find decision makers
Plan sponsor
Name
ECHO BAY MARINA, LLC
EIN
06-1385013
Address
227 CANDLEWOOD LAKE ROAD · BROOKFIELD, CT · 068041728
Phone
(203) 775-7077
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
KIRKLAND & SHAW INC
KIRKLAND & SHAW INC 401(K) PROFIT SHARING PLAN & TRUST
$5.0M · 15 participants
SWARTZMILLER ASSOCIATES
SWARTZMILLER ASSOCIATES RETIREMENT PLAN
$5.0M · 11 participants
JFD TUBE AND COIL PRODUCTS INC
JFD TUBE AND COIL PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST
$5.0M · 43 participants
NOVAST LABORATORIES, INC.
NOVAST LABORATORIES, INC. 401K PLAN
$5.0M · 6 participants
HUMAN SERVICE PROFESSIONALS LLC
HUMAN SERVICE PROFESSIONALS LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$5.0M · 8 participants
ELEVATED MATTERS LLC
DAYBLINK CONSULTING RETIREMENT TRUST
$5.0M · 22 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B