Plan Snapshot
- Plan Sponsor: Endeavor Real Estate Group, Ltd
- Sponsor EIN: 742906204
- Sponsor Address: 500 W 5TH STREET, SUITE 700, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $34.3M
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 | 243 | $34.3M | $736,223 | $2.2M |
| 2023 | 215 | $28.9M | $721,185 | $2.0M |
| 2022 | 211 | $23.2M | $629,959 | $1.9M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $824 | $22,430 | $23,254 |
| FROST BANK | Investment Advisor | $20,913 | — | $20,913 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $19,547 | — | $19,547 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,714
- Estimated Expense Ratio: 0.186% 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 | $44,230 | $21,643 | — | — | — |
| 2023 | $19,984 | $19,984 | — | — | — |
| 2022 | $15,410 | $15,410 | — | — | — |