Echo Community Health Care 403(b) Plan
Sponsored by Echo Community Health Care · EIN 351791786 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 121
- With balances
- 150
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (plan) | $33,651 |
| Innovative Pension Consulting | Contract administrator | $3,400 |
| Capital Group Ret. Plan Services | Recordkeeping fees | $1,700 |