Original filing (PDF)20250926150209NAL0011962019001

ECHO Health, Inc.

Name: ECHO Health, Inc. — ECHO Health, Inc. 401(k) Savings, Form 5500 (2024)
Creator: ECHO Health, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ECHO Health, Inc. 401(k) Savings Plan

401(k) retirement plan · ECHO Health, Inc.'s ECHO Health, Inc. 401(k) Savings Plan held $18.9M in plan assets for 190 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Late participant contributions

Active participants

190

Accounts w/ balance

216

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 96K (3% of contributions).

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECHO HEALTH, INC..

Plan sponsor

Name

ECHO HEALTH, INC.

EIN

34-1858379all filings

Address

810 SHARON DRIVE · WESTLAKE, OH · 44145

Phone

(440) 835-3511

Industry

Professional & Technical Services

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

2025-09-26

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$6K	—

Investments

37 direct securities· $18.8M(99% of reported assets)

Mutual Funds

$16.2M

34 holdings

Common Collective Trusts

$2.1M

2 holdings

Participant loans

$399K

1 holding

					% of plan
American Funds Trgt Date Ret 2030 R6 American Funds 0	Mutual Funds	—	—	$2.8M	15.0%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Mutual Funds	—	—	$2.5M	13.1%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Mutual Funds	—	—	$2.4M	12.6%
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$2.0M	10.9%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Mutual Funds	—	—	$1.6M	8.6%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Mutual Funds	—	—	$1.6M	8.4%
American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$675K	3.6%
American Funds Trgt Date Ret 2010 R6 American Funds 0	Mutual Funds	—	—	$675K	3.6%
American Funds U.S. Govt Money Mkt R6 American Funds 0	Mutual Funds	—	—	$440K	2.3%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$399K	2.1%
American Funds Fundamental Inv R6 American Funds 0	Mutual Funds	—	—	$394K	2.1%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$346K	1.8%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Mutual Funds	—	—	$310K	1.6%
American Funds Washington Mutual R6 American Funds 0	Mutual Funds	—	—	$302K	1.6%
Vanguard Target Retirement 2040 Fund Vanguard 0	Mutual Funds	—	—	$278K	1.5%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Mutual Funds	—	—	$250K	1.3%
Vanguard Target Retirement 2050 Fund Vanguard 0	Mutual Funds	—	—	$237K	1.3%
American Funds American Balanced R6 American Funds 0	Mutual Funds	—	—	$228K	1.2%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Mutual Funds	—	—	$204K	1.1%
Vanguard Target Retirement 2035 Fund Vanguard 0	Mutual Funds	—	—	$200K	1.1%
American Funds EuroPacific Gr R6 American Funds 0	Mutual Funds	—	—	$172K	0.9%
American Funds Cap World Gr & Inc R6 American Funds 0	Mutual Funds	—	—	$149K	0.8%
Vanguard Target Retirement 2030 Fund Vanguard 0	Mutual Funds	—	—	$107K	0.6%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Common Collective Trusts	—	—	$99K	0.5%
American Funds SMALLCAP World R6 American Funds 0	Mutual Funds	—	—	$68K	0.4%
Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$59K	0.3%
American Funds Bond Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$50K	0.3%
Vanguard Target Retirement 2060 Fund Vanguard 0	Mutual Funds	—	—	$42K	0.2%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Mutual Funds	—	—	$35K	0.2%
Vanguard Target Retirement 2065 Fund Vanguard 0	Mutual Funds	—	—	$30K	0.2%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Mutual Funds	—	—	$19K	0.1%
Vanguard Target Retirement 2025 Fund Vanguard 0	Mutual Funds	—	—	$19K	0.1%
Vanguard Target Retirement 2055 Fund Vanguard 0	Mutual Funds	—	—	$19K	0.1%
American Funds Capital Inc Bldr R6 American Funds 0	Mutual Funds	—	—	$15K	<0.1%
Vanguard Target Retirement 2045 Fund Vanguard 0	Mutual Funds	—	—	$12K	<0.1%
American Funds Capital World Bond R6 American Funds 0	Mutual Funds	—	—	$9K	<0.1%
Vanguard Target Retirement Income Fund Vanguard 0	Mutual Funds	—	—	$3K	<0.1%