Plan Snapshot
- Plan Sponsor: Endeavor Air, INC.
- Sponsor EIN: 581605378
- Sponsor Address: 1030 DELTA BOULEVARD, ATLANTA, GA, 303546001
- Plan Type: 401(k)
- Total Participants: 3,209
- Total Assets: $221.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,209 | $221.5M | $8.1M | $14.9M |
| 2023 | 3,115 | $184.1M | $7.4M | $14.1M |
| 2022 | 3,431 | $148.3M | $6.9M | $12.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FINANCIAL ENGINES | NONE | $95,569 | — | $95,569 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $43,534 | — | $43,534 |
| BDO USA, P.C. | NONE | $24,937 | — | $24,937 |
| MARSH & MCLENNAN COMPANIES INC | NONE | $20,500 | — | $20,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- BDO USA, P.C. — NONE
- MARSH & MCLENNAN COMPANIES INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,540
- Estimated Expense Ratio: 0.083% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $202,052 | $113,081 | $20,500 | $24,937 | — |
| 2023 | $154,887 | $72,051 | $16,667 | $18,321 | — |
| 2022 | $138,326 | $65,096 | $50,740 | — | $22,490 |