Plan Ledger DOL Form 5500 · updated monthly

Endeavor Real Estate Group LTD401(k)

ENDEAVOR REAL ESTATE GROUP LTD 401(K) PROFIT SHARING PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Endeavor Real Estate Group LTD reported $44,230 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,030 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 rose from 0.06% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,390th-largest of 5,688 plans among Texas employers on file, and the 408th of 2,096 in real estate & leasing. In 2024, employees put in $3.03 for every $1.00 the employer contributed; active participation has grown from 211 to 243 since 2022.

Plan summary
Net assets, end of year$34,316,228
Participants with balances285
Active participants243
Employer contributions$736,223
Employee contributions$2,228,509
Employer contribution per active participant$3,030
Average account balance$120,408
Benefits paid to participants$3,148,159
Plan auditUnmodified (clean) audit opinion
AuditorBAUER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 285 accts · $736K emplr
2023$28.9M · 308 accts · $721K emplr
2022$23.2M · 271 accts · $630K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,587
Investment management$21,643
Total administrative$44,230
The Endeavor Real Estate Group LTD 401(k) match · 2024
Employer contribution per active participant$3,030
Median for plans this size$2,416
2024$3,030 per active participant
2023$3,354 per active participant
2022$2,986 per active participant

Endeavor Real Estate Group LTD's 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$824
FROST BANK · Investment advisory (plan)$20,913
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,547

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$44,230 · 0.14%
2023$19,984 · 0.08%
2022$15,410 · 0.06%
Same employer
Similar plansReal Estate & Leasing · Texas
Metro National Corporation TX$38.0M · 0.20%
Hall Financial Group, LTD TX$37.4M · 0.02%
Highmark Residential, LLC TX$34.3M · 0.52%
Testequity LLC TX$30.2M · 0.37%
Realmanage, LLC TX$29.7M · 0.97%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742906204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.