Plan Ledger DOL Form 5500 · updated monthly

Endeavor Consulting Group, LLC401(k)

ENDEAVOR CONSULTING GROUP, LLC 401(K) PLAN · WAYNE, PA · plan year 2023

Reported admin expense ratio · 2023
0.67%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Endeavor Consulting Group, LLC reported $43,771 in plan administrative expenses for 2023: 0.67% of average plan assets, above the peer median. Employer contributions averaged $5,828 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.02% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,597th of 3,651), and 8,908th of 11,654 in professional & technical services. In 2023, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 62 to 84 since 2022.

Plan summary
Net assets, end of year$7,394,482
Participants with balances184
Active participants84
Employer contributions$489,545
Employee contributions$504,339
Employer contribution per active participant$5,828
Average account balance$40,187
Benefits paid to participants$305,405
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 86 accts · $481K emplr
2023$7.4M · 184 accts · $490K emplr
2022$5.7M · 166 accts · $388K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$43,771
Total administrative$43,771
The Endeavor Consulting Group, LLC 401(k) match · 2023
Employer contribution per active participant$5,828
Median for plans this size$1,308
2024$6,595 per active participant
2023$5,828 per active participant
2022$6,253 per active participant

Endeavor Consulting Group, LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE · Recordkeeping$1,414

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,200 · 0.91%
2023$43,771 · 0.67%
2022$61,197 · 1.02%
Similar plansProfessional & Technical Services · Pennsylvania
Innovu, Inc. PA$7.7M · 0.00%
Havpak, Inc. PA$7.7M · 0.74%
Ipc Management Inc PA$7.4M · 0.80%
C. S. Davidson, Inc. PA$7.2M · 0.08%
Alliance Pharma, Inc. PA$7.1M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010862082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.