Plan Ledger DOL Form 5500 · updated monthly

ENDO1 Partners dba SPECIALTY1 Partners LLC401(k)

ENDO1 PARTNERS, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

ENDO1 Partners dba SPECIALTY1 Partners LLC reported $186,304 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,132 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 0.07% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 908th-largest of 5,688 plans among Texas employers on file, and the 1,536th of 11,911 in health care & social assistance. In 2024, employees put in $4.56 for every $1.00 the employer contributed; active participation has grown from 1,646 to 1,854 since 2022.

Plan summary
Net assets, end of year$63,456,431
Participants with balances1,417
Active participants1,854
Employer contributions$2,099,382
Employee contributions$9,583,371
Employer contribution per active participant$1,132
Average account balance$44,782
Benefits paid to participants$3,685,212
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.5M · 1,417 accts · $2.1M emplr
2023$46.9M · 1,336 accts · $5.1M emplr
2022$26.7M · 1,052 accts · $3.5M emplr
The ENDO1 Partners dba SPECIALTY1 Partners LLC 401(k) match · 2024
Employer contribution per active participant$1,132
Median for plans this size$3,635
2024$1,132 per active participant
2023$2,860 per active participant
2022$2,140 per active participant

ENDO1 Partners dba SPECIALTY1 Partners LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INSTITUTIONAL OPERATIONS · Loan processing$99,413
KESTRA INVESTMENT SERVICES, LLC · Investment advisory (plan)$80,797
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,128

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

Administrative cost history3
2024$186,304 · 0.34%
2023$91,729 · 0.25%
2022$13,311 · 0.07%
Same employer
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Carter Bloodcare TX$61.2M · 0.37%
Urology America Mso, LLC TX$60.3M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843113434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.