How big is Echelon Wealth Advisors, LLC's plan?

Echelon Wealth Advisors, LLC's plan reported $280K in assets and 4 participants for 2024.

Original filing (PDF)20250924135828NAL0017248114001

Echelon Wealth Advisors, LLC

Name: Echelon Wealth Advisors, LLC — Echelon Wealth, Form 5500 (2024)
Creator: Echelon Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Echelon Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Echelon Wealth Advisors, LLC's Echelon Wealth Advisors, LLC 401(k) Plan held $280K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

People on this filing

Laurie Allen signed Echelon Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Echelon Wealth Advisors, LLC's EIN is 55-0818176.

EIN 55-0818176

Plan number 002

Plan year 2024

ACK ID 20250924135828NAL0017248114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Echelon Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Echelon Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECHELON WEALTH ADVISORS, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score