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Original filing (PDF)20251006133504NAL0002099315001
ECHO ENGINEERING & PRODUCTION SUPPLIES, INC.
Form 5500
FILING_RECEIVED
ECHO SUPPLY, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
129
Accounts w/ balance
132
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECHO ENGINEERING & PRODUCTION SUPPLIES, INC..
Plan sponsor
Name
ECHO ENGINEERING & PRODUCTION SUPPLIES, INC.
EIN
35-2109795
Address
7150 WINTON DRIVE · SUITE 300 · INDIANAPOLIS, IN · 462684398
Phone
(317) 876-8848
Industry
Manufacturingsee all
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER, & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
Investments
21 direct securities · 1 pooled fund· $6.9M(100% 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.
Uncategorized
$6.9M
21 holdings
Common Collective Trust
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Inv 46,263 | — | — | — | $1.1M | 16.1% | |
| Vanguard Target Retirement 2030 Fund Inv 28,540 | — | — | — | $1.1M | 15.7% | |
| Fidelity 500 Index Fund 4,443 | — | — | — | $907K | 13.1% | |
| Vanguard Target Retirement 2045 Fund Inv 28,565 | — | — | — | $848K | 12.3% | |
| Vanguard Target Retirement 2055 Fund Inv 12,877 | — | — | — | $716K | 10.4% | |
| T. Rowe Price Growth Stock Fund I 5,264 | — | — | — | $558K | 8.1% | |
| JPMorgan Equity Income Fund R6 14,820 | — | — | — | $355K | 5.1% | |
| Vanguard Target Retirement 2050 Fund Inv 4,385 | — | — | — | $219K | 3.2% | |
| Vanguard Target Retirement 2040 Fund Inv 4,540 | — | — | — | $196K | 2.8% | |
| iShares Russell 2000 Small-Cap Index Fund K 6,480 | — | — | — | $159K | 2.3% | |
| REGISTERED INVESTMENT COMPANIES DFA US Core Equity 2 Institutional Fund 5,284 | — | — | — | $151K | 2.2% | |
| Vanguard Target Retirement 2025 Fund Inv 5,411 | — | — | — | $101K | 1.5% | |
| Janus Henderson Triton Fund N 3,187 | — | — | — | $88K | 1.3% | |
| MFS International Diversification Fund R6 3,651 | — | — | — | $83K | 1.2% | |
| Vanguard Target Retirement 2060 Fund Inv 1,423 | — | — | — | $73K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Inv 1,885 | — | — | — | $63K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Inv 2,126 | — | — | — | $56K | 0.8% | |
| DWS RREEF Real Estate Securities Fund R6 2,594 | — | — | — | $56K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Inv 1,174 | — | — | — | $31K | 0.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $26K | 0.4% | |
| PIMCO Income Fund Institutional 1,250 | — | — | — | $13K | 0.2% | |
| Fidelity Advisor Total Bond Fund Z 1,264 | — | — | — | $12K | 0.2% |
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