Original filing (PDF)20250515141512NAL0019597297001

ECO-CAPITAL ADVISORS, LLC

Name: ECO-CAPITAL ADVISORS, LLC — ECO-CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ECO-CAPITAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

ECO-CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECO-CAPITAL ADVISORS, LLC.

Plan sponsor

Name

ECO-CAPITAL ADVISORS, LLC

EIN

45-2690301

Address

3560 LENOX ROAD · SUITE 1475 · ATLANTA, GA · 30326

Phone

(770) 400-9681

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

UNITED FILTRATION SYSTEMS, INC.

UNITED FILTRATION SYSTEMS, INC. 401(K) PLAN

$2.1M · 8 participants

RETIREMENT BENEFIT SOLUTIONS, LLC

RETIREMENT BENEFIT SOLUTIONS, LLC 401(K) PLAN

$2.1M · 9 participants

METALCRAFT DOOR CO INC

METALCRAFT DOOR CO INC 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 16 participants

PEGASUS MANAGEMENT CORPORATION

PEGASUS MANAGEMENT 401(K) PLAN

$2.1M · 22 participants

GREENHOUSE LLC

GREENHOUSE LLC 401(K) PLAN