Original filing (PDF)20251010122318NAL0004234243001

ECHO CONSULTING GROUP, INC.

Name: ECHO CONSULTING GROUP, INC. — ECHO CONSULTING GROUP SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: ECHO CONSULTING GROUP, INC.

Form 5500-SF

FILING_RECEIVED

ECHO CONSULTING GROUP SAVINGS AND RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 ECHO CONSULTING GROUP, INC..

Plan sponsor

Name

ECHO CONSULTING GROUP, INC.

EIN

66-0613365

Address

PO BOX 2012 · CAGUAS, PR · 007262012

Phone

(787) 704-6864

Industry

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

2025-10-10

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

3C · Not intended to be qualified

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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