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Original filing (PDF)20231011111609NAL0018956499001
ECO ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
ECO ENTERPRISES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
409
Accounts w/ balance
8
Plan assets (EOY)
$18K
Net assets (EOY)
$18K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 2% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (28 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECO ENTERPRISES, LLC.
Plan sponsor
Name
ECO ENTERPRISES, LLC
EIN
38-4186728
Address
8502 NW 80 STREET · MEDLEY, FL · 33166
Phone
(305) 885-5299
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
FORVIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $50 | — |
| HARBOR CAPITAL | 04-2679462 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| ARTISAN PARTNERS | 30-0551775 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| ALLIANCE GLOBAL FUNDS | 13-3191825 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| WILLIAM BLAIR FUNDS | — | CHICAGO, IL | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
1 pooled fund· $102(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $102 | 0.6% |
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