How big is Eccles Investment Management Corporation's plan?

Eccles Investment Management Corporation's plan reported $5.3M in assets and 2 participants for 2024.

Original filing (PDF)20251010155403NAL0019018498001

Eccles Investment Management Corporation

Name: Eccles Investment Management Corporation — Form 5500 Plan 002 (2024)
Creator: Eccles Investment Management Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eccles Investment Management Corporation Employees' Defined Benefit Pension Plan and Trust

Defined-benefit pension plan · Eccles Investment Management Corporation's Eccles Investment Management Corporation Employees' Defined Benefit Pension Plan and Trust held $5.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Eccles Investment Management Corporation's EIN is 47-2559108.

EIN 47-2559108

Plan number 002

Plan year 2024

ACK ID 20251010155403NAL0019018498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eccles Investment Management Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eccles Investment Management Corporation's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECCLES INVESTMENT MANAGEMENT CORPORATION.

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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