Echelon Group, LLC, DBA Opoc.US 401(k) match, vesting and fees
What Echelon Group, LLC, DBA Opoc.US' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retiremewnt Solutions, | Schedule C ↗ |
| Independent auditor | Brady, Ware & Schoenfeld, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Echelon Group, LLC, DBA Opoc.US: employer contribution per participant | $1,733 | |
| Peer median | $2,868 |
| Echelon Group, LLC, DBA Opoc.US: average balance | $39,408 | |
| Peer median | $95,281 |
| Echelon Group, LLC, DBA Opoc.US: admin expenses ÷ assets | 0.96% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.7M at the end of plan year 2022 to $6.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 191 | $6.7M | $296K | $1,733 | 0.96% | Not published | Form 5500 ↗ |
| 2023 | 181 | $6.1M | $291K | $1,755 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 168 | $4.7M | $267K | $1,815 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Echelon Group, LLC, DBA Opoc.US match 401(k) contributions?
The match terms for the Opoc.Us 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $296K in employer contributions, about $1,733 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Echelon Group, LLC, DBA Opoc.US 401(k) match vested?
The vesting schedule for the Opoc.Us 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Echelon Group, LLC, DBA Opoc.US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retiremewnt Solutions,. The plan administrator is Echelon Group, LLC, DBA Opoc.Us.
I left Echelon Group, LLC, DBA Opoc.US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Echelon Group, LLC, DBA Opoc.Us, (614) 431-4331) or the recordkeeper, Transamerica Retiremewnt Solutions,. The Echelon Group, LLC, DBA Opoc.US old 401(k) page lists the contacts from every plan filing. Find an old Echelon Group, LLC, DBA Opoc.US 401(k)
Data from the public Form 5500 annual reports Echelon Group, LLC, DBA Opoc.US filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Echelon Group, LLC, DBA Opoc.US. Not financial advice. Report a correction · Methodology