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Original filing (PDF)20250410180114NAL0033975664001
THE ECHO DESIGN GROUP, INC.
Form 5500
FILING_RECEIVED
THE ECHO DESIGN GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
9 service providers
Active participants
85
Accounts w/ balance
133
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ECHO DESIGN GROUP, INC..
Plan sponsor
Name
THE ECHO DESIGN GROUP, INC.
EIN
13-1543397
Address
75 OXFORD DRIVE · MOONACHIE, NJ · 07074
Phone
(201) 931-0777
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANCHIN, BLOCK & ANCHIN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $0 | — |
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| CONCIERGE RETIREMENT SERVICES | 13-2945975 | — | CONTRACT ADMINISTRATOR | $7K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | — | — |
| MADISON PENSION SERVICES INC | 13-2945975 | — | CONTRACT ADMINISTRATOR | — | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCHIN, BLOCK & ANCHIN | 13-0436940 | — | ACCOUNTANT | $32K | — |
| ANCHIN, BLOCK & ANCHIN | 13-0436940 | — | ACCOUNTANT | — | — |
Investments
2 pooled funds· $5.6M(17% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$4.9M
1 holding
Pooled Separate Account
$719K
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $4.9M | 14.8% |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0217290 / PN 005 | Pooled Separate Account | $719K | 2.2% |
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