Original filing (PDF)20250709185246NAL0003583715001

ECHELON GROUP, INC.

Name: ECHELON GROUP, INC. — ECHELON GROUP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ECHELON GROUP, INC.

Form 5500-SF

FILING_RECEIVED

ECHELON GROUP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ECHELON GROUP, INC.

EIN

82-0492018all filings

Address

405 W. MYRTLE ST #100 · BOISE, ID · 83702

Phone

(208) 345-9944

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