Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Endurance Group
Endurance Group 401(k)
- Other services
- Broomall, PA
- EIN 11-3665774
- 1 plan with Schedule H financials
- Plan year 2024
- Endurance Group, LLC
- SEC registrant Endurance Group LLC
Administrative expenses excluding investment management, per participant · Endurance Group, LLC 401(k) Plan · plan year 2024
$28.66
Higher than 18% of the 24,371 plans $10 to 50M that report it.
Source
= $2,780 / 97
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009104047NAL0015810626001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104047NAL0015810626001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Cost and contributions
Administrative expenses per participant
$75.82
Higher than 22% of the 25,098 plans $10 to 50M that report it.
Source
= $7,355 / 97
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009104047NAL0015810626001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104047NAL0015810626001, received 2025-10-09
Administrative expenses as a share of assets
0.073%
Higher than 17% of the 25,132 plans $10 to 50M that report it.
Source
= $7,355 / $10,054,866
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009104047NAL0015810626001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009104047NAL0015810626001, received 2025-10-09
Employer contributions per participant
$2,212
Higher than 54% of the 24,050 plans $10 to 50M that report it.
Source
= $214,607 / 97
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009104047NAL0015810626001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104047NAL0015810626001, received 2025-10-09
Employer share of total contributions
28.2%
Higher than 51% of the 24,084 plans $10 to 50M that report it.
Source
= $214,607 / $761,056
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009104047NAL0015810626001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009104047NAL0015810626001, received 2025-10-09
Plan terms, as stated in Endurance Group, LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009104047NAL0015810626001, received 2025-10-09
Full record, Endurance Group, LLC 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ENDURANCE GROUP, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Plan name | ENDURANCE GROUP, LLC 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Sponsor EIN / plan number | 11-3665774 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Sponsor location | BROOMALL, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Industry (business code) | 812990, Other services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Participants, beginning of year | 125 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Active participants | 54 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Participants, end of year | 105 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Participants with an account balance | 97 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Total assets, beginning of year | $9,656,283 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Total assets, end of year | $10,054,866 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Net assets, end of year | $10,054,866 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Total income | $2,181,011 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Net income | $398,583 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Employer contributions | $214,607 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Participant contributions | $546,449 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Total contributions | $761,056 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Benefit payments | $1,775,073 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $1,782,428 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Total administrative expenses | $7,355 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Contract administrator fees | $2,580 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Investment advisory and management fees | $4,575 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Administrative expenses excluding investment management | $2,780 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009104047NAL0015810626001, received 2025-10-09 |
| Independent auditor | BEDERSON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009104047NAL0015810626001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009104047NAL0015810626001, received 2025-10-09.
Service providers paid directly by the plan
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009104047NAL0015810626001, received 2025-10-09.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $9,656,283 | $10,054,866 | 4.1% |
| Participants with a balance | 110 | 97 | -11.8% |
| Administrative expenses | $42,884 | $7,355 | -82.8% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $283,615 | $214,607 | -24.3% |
Prior filing 20241001150635NAL0004125651001, received 2024-10-01; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ENDURANCE GROUP, LLC; SEC registrant: ENDURANCE GROUP LLC (CIK 1622092, matched by EIN).