Plan Ledger DOL Form 5500 · updated monthly

Endologix LLC401(k)

ENDOLOGIX SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Endologix LLC reported $176,802 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,992 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 0.32% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,813th-largest of 9,483 plans among California employers on file, and the 3,221st of 13,661 in manufacturing. In 2024, employees put in $5.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,504,023
Participants with balances355
Active participants401
Employer contributions$798,707
Employee contributions$4,339,149
Employer contribution per active participant$1,992
Average account balance$136,631
Benefits paid to participants$4,442,041
Plan auditUnmodified (clean) audit opinion
AuditorBAKERTILLY US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$48.5M · 355 accts · $799K emplr
2023$42.0M · 640 accts · $836K emplr
2022$34.8M · 669 accts · $810K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,686
Investment management$31,741
Audit (IQPA)$18,375
Total administrative$176,802
The Endologix LLC 401(k) match · 2024
Employer contribution per active participant$1,992
Median for plans this size$2,416
2024$1,992 per active participant
2023$2,270 per active participant
2022$1,971 per active participant

Endologix LLC's 2024 employer contribution ran below 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$31,741
BAKER TILLY US LLP · Accounting / audit$18,375
MMA SECURITIES LLCindirect comp

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$176,802 · 0.39%
2023$126,836 · 0.33%
2022$120,512 · 0.32%
Same employer
Similar plansManufacturing · California
Atara Biotherapeutics, Inc. CA$48.9M · 0.21%
Scaled Composites, LLC CA$48.9M · 0.28%
Foley Family Wines, Inc. CA$47.8M · 0.43%
Xencor, Inc. CA$47.7M

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Source: U.S. Department of Labor, Form 5500 series, EIN 680328265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.