Plan Ledger DOL Form 5500 · updated monthly

Family Endeavors, Inc. dba Endeavors401(k)

FAMILY ENDEAVORS 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
1.55%

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

Family Endeavors, Inc. dba Endeavors reported $240,570 in plan administrative expenses for 2024: 1.55% of average plan assets, higher than ~90% of peers. Employer contributions averaged $816 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 1.91% to 1.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,160th-largest of 5,688 plans among Texas employers on file, and the 3,952nd of 11,911 in health care & social assistance. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,145,399
Participants with balances2,984
Active participants2,769
Employer contributions$2,259,639
Employee contributions$3,241,688
Employer contribution per active participant$816
Average account balance$6,081
Benefits paid to participants$2,367,400
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 2,984 accts · $2.3M emplr
2023$13.0M · 2,088 accts · $1.7M emplr
2022$8.6M · 1,929 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$240,570
Total administrative$240,570
The Family Endeavors, Inc. dba Endeavors 401(k) match · 2024
Employer contribution per active participant$816
Median for plans this size$2,416
2024$816 per active participant
2023$552 per active participant
2022$1,038 per active participant

Family Endeavors, Inc. dba Endeavors's 2024 employer contribution ran below the $2,416 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 · 20242
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$129,496
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$111,074

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024$240,570 · 1.55%
2023$202,079 · 1.87%
2022$118,214 · 1.91%
All plans at this employer2
FAMILY ENDEAVORS 401(K) PLAN401(k)
FAMILY ENDEAVORS 403B RETIREMENT PLAN403(b)
Same employer
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Texas Medical Center TX$18.9M · 0.04%
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People's Community Clinic TX$18.1M · 0.42%
Oncology Consultants, P.A. TX$18.0M · 0.34%
Pmc Hospital, LLC TX$17.9M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237223078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.