How big is ECOS Wealth Advisors' plan?

ECOS Wealth Advisors' plan reported $26K in assets and 2 participants for 2024.

Original filing (PDF)20251010111345NAL0007581937001

ECOS Wealth Advisors

Name: ECOS Wealth Advisors — ECOS Wealth Advisors 401(k), Form 5500 (2024)
Creator: ECOS Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ECOS Wealth Advisors 401(k) Plan

401(k) retirement plan · ECOS Wealth Advisors' ECOS Wealth Advisors 401(k) Plan held $26K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Richard Tatum signed ECOS Wealth Advisors' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

ECOS Wealth Advisors' EIN is 93-3090774.

EIN 93-3090774

Plan number 001

Plan year 2024

ACK ID 20251010111345NAL0007581937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ECOS Wealth Advisors' 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 ECOS WEALTH ADVISORS.

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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