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Benefits Intelligence/Broker Directory/Texas

Echelon Advisors LLC

Austin, TX

Echelon Advisors LLC of Austin, TX is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $235,032 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$235,032
plan year 2024
Reported fees
$11,977

Employer clients

Plan sponsors naming Echelon Advisors LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Sames Motor Company, Inc.TX4502021-03-31
Sames Motor Company, Inc.TX4332019-03-31
Sames Motor Company, Inc.TX4272020-03-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.