Ecco Select 401(K) Plan — Form 5500 plan (Ecco Select Corp.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ecco Select 401(K) Plan is a benefit plan reported by Ecco Select Corp. under EIN 43-1727620 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $14,010,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ecco Select Corp.
EIN
43-1727620
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
496
End-of-year plan assets
$14,010,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023496H, C20241021114414NAL0001147523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,010,566
Total liabilities (EOY)
$0
Net assets (EOY)
$14,010,566
Net assets (BOY)
$10,998,246

Income & contributions

Employer contributions
$882,549
Participant contributions
$1,920,900
Total contributions
$3,183,708
Total income / additions
$5,155,233

Expenses & distributions

Benefits paid
$2,113,218
Administrative expenses
$29,695
Total expenses
$2,142,913
Net increase / (decrease)
$3,012,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morningstar Investment ManagementINVESTMENT ADVISOR$29,695not reported in the loaded dataset2023
Erisa Services Midwest, LLCTHIRD PARTY ADMIN$0$5,9802023
Voya Retirement Insurance & AnnuityRECORDKEEPER$0$02023

Related Form 5500 pages