How big is ECC Advisors LLC's plan?

ECC Advisors LLC's plan reported $776K in assets and 7 participants for 2024.

Original filing (PDF)20250626134126NAL0009026913001

ECC Advisors LLC

Name: ECC Advisors LLC — ECC Advisors LLC 401(k) Profit, Form 5500 (2024)
Creator: ECC Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ECC Advisors LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · ECC Advisors LLC's ECC Advisors LLC 401(k) Profit Sharing Plan and Trust held $776K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$776K

Net assets (EOY)

$776K

People on this filing

Warren WANG signed ECC Advisors LLC's 2024 Form 5500 as plan administrator.

Warren WANG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ECC Advisors LLC's EIN is 13-4087733.

EIN 13-4087733

Plan number 001

Plan year 2024

ACK ID 20250626134126NAL0009026913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ECC Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ECC Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECC ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ECC ADVISORS LLC

EIN

all filings

Address

767 THIRD AVENUE, 29TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 702-0950

Industry

Finance & Insurance

Plan administrator