Plan Ledger DOL Form 5500 · updated monthly

Endurance Warranty Services, L.L.C.401(k)

ENDURANCE 401(K) PLAN · NORTHBROOK, IL · plan year 2025

Reported admin expense ratio · 2025
0.47%

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

Endurance Warranty Services, L.L.C. reported $93,126 in plan administrative expenses for 2025: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,491 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 3 years on file its reported administrative ratio fell from 0.72% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,525th-largest of 3,702 plans among Illinois employers on file, and the 4,899th of 11,654 in professional & technical services. In 2025, employees put in $1.30 for every $1.00 the employer contributed; active participation has grown from 650 to 1,114 since 2022.

Plan summary
Net assets, end of year$23,999,953
Participants with balances1,627
Active participants1,114
Employer contributions$2,775,142
Employee contributions$3,596,058
Employer contribution per active participant$2,491
Average account balance$14,751
Benefits paid to participants$1,356,321
Plan auditUnmodified (clean) audit opinion
AuditorSTREIGEL KNOBLOCH & COMPANY, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$24.0M · 1,627 accts · $2.8M emplr
2024$15.4M · 1,289 accts · $2.2M emplr
2023$9.6M · 886 accts · $1.6M emplr
2022$5.1M · 561 accts · $1.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$93,126
Total administrative$93,126
The Endurance Warranty Services, L.L.C. 401(k) match · 2025
Employer contribution per active participant$2,491
Median for plans this size$2,666
2025$2,491 per active participant
2024$2,215 per active participant
2023$2,021 per active participant
2022$1,593 per active participant

Endurance Warranty Services, L.L.C.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
HOWARD SIMON & ASSOCIATES, INC. · Plan administrator · Recordkeeping$86,178
MATRIX TRUST COMPANY · Custodial · Trustee (directed)$6,948

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

Recordkeeper by year3
2025HOWARD SIMON & ASSOCIATES, INC.
2024HOWARD SIMON & ASSOCIATES, INC.
2023HOWARD SIMON & ASSOCIATES, INC.

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Administrative cost history4
2025$93,126 · 0.47%
2024$60,243 · 0.48%
2023$14,690 · 0.20%
2022$32,522 · 0.72%
Same employer
Similar plansProfessional & Technical Services · Illinois
Iron Galaxy Studios, LLC IL$24.7M · 0.36%
Shaker Advertising Agency IL$24.7M · 0.50%
Majorkey Technologies LLC IL$24.4M · 0.23%
Fusion Risk Management, Inc IL$24.0M · 0.48%
Cutters, Inc. IL$23.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030590313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.