How big is 3C Financial Partners DBA Echelon Partners' plan?

3C Financial Partners DBA Echelon Partners' plan reported $2.7M in assets and 8 participants for 2024.

Original filing (PDF)20251010152035NAL0007937185001

3C Financial Partners DBA Echelon Partners

Name: 3C Financial Partners DBA Echelon Partners — Form 5500 Plan 003 (2024)
Creator: 3C Financial Partners DBA Echelon Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Echelon Partners Cash Balance Plan

Defined-benefit pension plan · 3C Financial Partners DBA Echelon Partners' Echelon Partners Cash Balance Plan held $2.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Daniel Seivert signed 3C Financial Partners DBA Echelon Partners' 2024 Form 5500 as plan administrator.

Daniel Seivert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

3C Financial Partners DBA Echelon Partners' EIN is 47-0912508.

EIN 47-0912508

Plan number 003

Plan year 2024

ACK ID 20251010152035NAL0007937185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 3C Financial Partners DBA Echelon Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

3C Financial Partners DBA Echelon Partners' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 3C FINANCIAL PARTNERS DBA ECHELON PARTNERS.

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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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score