Plan Snapshot
- Plan Sponsor: Endeavor Energy Resources, LP
- Sponsor EIN: 752875180
- Sponsor Address: 110 N MARIENFELD, MIDLAND, TX, 79701
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 966 | $118.5M | $8.1M | $10.5M |
| 2023 | 1,208 | $111.4M | $7.7M | $10.2M |
| 2022 | 1,156 | $87.4M | $7.3M | $8.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $175,936 | — | $175,936 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $46,309 | — | $46,309 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $21,525 | — | $21,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,770
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 |
|---|---|---|---|---|---|
| 2025 | $47,945 | $12,161 | — | — | — |
| 2024 | $243,770 | $46,309 | — | $21,525 | — |
| 2023 | $238,857 | $31,774 | $1,500 | $23,100 | — |
| 2022 | $242,876 | $21,627 | — | — | — |