Susan Farrell signed The ECHO Design Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The ECHO Design Group, Inc.'s EIN is 13-1543397.
Download the official 2023 Form 5500 (PDF) for The ECHO Design Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The ECHO Design Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCIERGE RETIREMENT SERVICES | 13-2945975 | — | CONTRACT ADMINISTRATOR | $7K | — |
| MADISON PENSION SERVICES INC | 13-2945975 | — | CONTRACT ADMINISTRATOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCHIN, BLOCK & ANCHIN | 13-0436940 | — | ACCOUNTANT | $32K | — |
| ANCHIN, BLOCK & ANCHIN | 13-0436940 | — | ACCOUNTANT | — | — |
