Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
3C FINANCIAL PARTNERS DBA ECHELON PARTNERS
EIN 47-0912508Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
23
2321 ROSECRANS AVENUE, SUITE 3285 - EL SEGUNDO, CA 90245888-560-9027
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ECHELON PARTNERS 401(K) PLAN
401k
Assets$5.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ECHELON PARTNERS CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ECHELON PARTNERS 401(K) PLAN | 401k | $5.6M | 16 | 2025 | |
| 003 | ECHELON PARTNERS CASH BALANCE PLAN | CashBalance | $3.3M | 7 | 2025 |
Retirement plans