Plan Ledger DOL Form 5500 · updated monthly

Endurance Group, LLC401(k)

ENDURANCE GROUP, LLC 401(K) PLAN · BROOMALL, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Endurance Group, LLC reported $7,355 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,974 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 0.13% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,279th of 3,651), and the 1,644th of 3,341 in other services. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has shrunk from 76 to 54 since 2022.

Plan summary
Net assets, end of year$10,054,866
Participants with balances97
Active participants54
Employer contributions$214,607
Employee contributions$546,449
Employer contribution per active participant$3,974
Average account balance$103,658
Benefits paid to participants$1,775,073
Plan auditUnmodified (clean) audit opinion
AuditorBEDERSON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 97 accts · $215K emplr
2023$9.7M · 110 accts · $284K emplr
2022$7.6M · 114 accts · $333K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,580
Investment management$4,575
Total administrative$7,355
The Endurance Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,974
Median for plans this size$1,313
2024$3,974 per active participant
2023$4,502 per active participant
2022$4,381 per active participant

Endurance Group, LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$7,355 · 0.07%
2023$42,884 · 0.50%
2022$11,047 · 0.13%
Similar plansOther Services · Pennsylvania
Hope International PA$11.3M · 0.04%
Renewal Inc. PA$11.1M · 0.52%
Assetgenie, Inc. PA$11.0M · 0.50%
Pennsylvania Farm Bureau PA$8.9M · 0.51%
Traditions of America LP PA$8.5M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113665774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.