How big is Echelon Financial LLC's plan?

Echelon Financial LLC's plan reported $731K in assets and 11 participants for 2025.

Original filing (PDF)20260507220047NAL0002569075044

Echelon Financial LLC

Name: Echelon Financial LLC — Echelon Financial 401(k), Form 5500 (2025)
Creator: Echelon Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Echelon Financial 401(k) Plan

401(k) retirement plan · Echelon Financial LLC's Echelon Financial 401(k) Plan held $731K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

Plan identifiers

Echelon Financial LLC's EIN is 85-2300726.

EIN 85-2300726

Plan number 001

Plan year 2025

ACK ID 20260507220047NAL0002569075044

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Echelon Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Echelon Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FINANCIAL 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