Patrick Taylor signed ECHO Global Logistics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ECHO Global Logistics, Inc.'s EIN is 20-5001120.
Download the official 2024 Form 5500 (PDF) for ECHO Global Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ECHO Global Logistics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $377K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $64K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Company Principal Trust Target 2050 Fund R3 | Common Stocks | — | — | $37.1M | 18.6% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $37.1M | 18.6% | |
| Principal Global Investors Trust Company Principal Trust Target 2055 Fund R3 | Common Stocks | — | — | $33.4M | 16.7% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $33.4M | 16.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $19.9M | 10.0% | |
| Principal Global Investors Trust Company Principal Trust Target 2045 Fund R3 | Common Stocks | — | — | $16.1M | 8.1% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $16.1M | 8.1% | |
| Principal Global Investors Trust Company Principal Trust Target 2060 Fund R3 | Common Stocks | — | — | $15.8M | 7.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $15.8M | 7.9% | |
| JP Morgan JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $14.7M | 7.4% | |
| Principal Global Investors Trust Company Principal Trust Target 2040 Fund R3 | Common Stocks | — | — | $10.2M | 5.1% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $10.2M | 5.1% | |
| Principal Global Investors Trust Company Principal Trust Target 2035 Fund R3 | Common Stocks | — | — | $6.2M | 3.1% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.2M | 3.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $5.9M | 2.9% | |
| Principal Global Investors Trust Company Principal Trust Target 2030 Fund R3 | Common Stocks | — | — | $5.6M | 2.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.6M | 2.8% | |
| Principal Global Investors Trust Company Principal Trust Target 2065 Fund R3 | Common Stocks | — | — | $4.0M | 2.0% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $4.0M | 2.0% | |
| Fidelity Investments Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $4.0M | 2.0% | |
| Principal Funds, Inc. Equity Income Inst Fund | Common Stocks | — | — | $3.3M | 1.7% | |
| American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $3.1M | 1.6% | |
| Principal Global Investors Trust Company Principal Trust Target 2025 Fund R3 | Common Stocks | — | — | $3.0M | 1.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.0M | 1.5% | |
| Notes receivable from participants Interest rates from 4.25% to 9.5% | Bonds / Notes | — | — | $2.9M | 1.4% | |
| Putnam Investment Mgmt Co. Putnam Investment Mgmt Co. Stable Value Fund | Stable Value | — | — | $2.8M | 1.4% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| Principal Funds, Inc. Princ SmallCap Growth I R6 Fd | Common Stocks | — | — | $2.6M | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.3M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Value Fund | Mutual Funds | — | — | $2.1M | 1.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.8M | 0.9% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $1.4M | 0.7% | |
| Principal Global Investors Trust Company Principal Trust Target 2020 Fund R3 | Common Stocks | — | — | $939K | 0.5% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $939K | 0.5% | |
| Principal Global Investors Trust Company Principal Trust Target 2070 Fund R3 | Common Stocks | — | — | $252K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $252K | 0.1% | |
| Principal Global Investors Trust Company Principal Trust Target 2015 Fund R3 | Common Stocks | — | — | $125K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $125K | <0.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $121K | <0.1% | |
| Collective Trust Funds * Principal Global Investors Trust Company Principal Lifetime Hybrid Income | Common Collective Trusts | — | — | $121K | <0.1% |
