ECHO Foundation's EIN is 95-2654647.
Download the official 2023 Form 5500 (PDF) for ECHO Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ECHO Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624202 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Association of America TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $1.9M | 18.7% | |
| College Retirement Equities Fund CREF Stock R1 | Mutual Funds | — | — | $1.2M | 11.8% | |
| Teachers Insurance and Annuity Association of America TIAA Traditional Non-Benefit-Responsive | Mutual Funds | — | — | $1.0M | 10.2% | |
| College Retirement Equities Fund CREF Growth R1 | Mutual Funds | — | — | $906K | 9.1% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $636K | 6.4% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $525K | 5.3% | |
| College Retirement Equities Fund CREF Global Equities R1 | Mutual Funds | — | — | $471K | 4.7% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $401K | 4.0% | |
| College Retirement Equities Fund CREF Equity Index R1 | Common Collective Trusts | — | — | $365K | 3.7% | |
| Teachers Insurance and Annuity Association of America Nuveen Large Cap Responsible Equity R6 | Mutual Funds | — | — | $336K | 3.4% | |
| College Retirement Equities Fund CREF Core Bond R1 | Mutual Funds | — | — | $242K | 2.4% | |
| College Retirement Equities Fund CREF Social Choice R1 | Mutual Funds | — | — | $165K | 1.7% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $163K | 1.6% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2045 T4 | Mutual Funds | — | — | $147K | 1.5% | |
| BlackRock iShares S&P 500 Index Fund Class K | Common Collective Trusts | — | — | $142K | 1.4% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2050 T4 | Mutual Funds | — | — | $141K | 1.4% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen International Equity T4 | Mutual Funds | — | — | $140K | 1.4% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $128K | 1.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Large Cap Value T4 | Mutual Funds | — | — | $112K | 1.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2055 T4 | Mutual Funds | — | — | $104K | 1.0% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Mid Cap Value T4 | Mutual Funds | — | — | $97K | 1.0% | |
| College Retirement Equities Fund CREF Money Market R1 | Mutual Funds | — | — | $90K | 0.9% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $87K | 0.9% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Real Estate Securities Select T4 | Mutual Funds | — | — | $81K | 0.8% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Quant Small Cap Equity T4 | Mutual Funds | — | — | $80K | 0.8% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $73K | 0.7% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $54K | 0.5% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $36K | 0.4% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2040 T4 | Mutual Funds | — | — | $33K | 0.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2030 T4 | Mutual Funds | — | — | $29K | 0.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Core Equity T4 | Mutual Funds | — | — | $17K | 0.2% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Large Cap Responsible Equity T4 | Mutual Funds | — | — | $13K | 0.1% | |
| Teachers Insurance and Annuity Association of America Nuveen Core Impact Bond R6 ** 880 * Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2060 T4 | U.S. Treasuries | — | — | $12K | 0.1% | |
| Participant Loans to participants, bearing interest ranging from 5.25% to 9.50% | Bonds / Notes | — | — | $9K | <0.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2035 T4 | Mutual Funds | — | — | $8K | <0.1% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Franklin Templeton ClearBridge International Growth Fund Class I | Mutual Funds | — | — | $7K | <0.1% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $6K | <0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class ** 615 Capital Group American Funds American Mutual Fund Class R-6 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $4K | <0.1% | |
| American Funds American Funds Strategic Bond Fund Class R-6 ** 425 GQG Partners GQG Partners Emerging Markets Equity Fund Institutional Shares | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $3K | <0.1% | |
| BlackRock High Yield Portfolio Fund Institutional Shares ** 487 JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1K | <0.1% | |
| American Century American Century Mid Cap Value Fund R6 Class | Other securities | — | — | $1K | <0.1% | |
| Teachers Insurance and Annuity Association of America Nuveen Real Estate Securities Select R6 | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
