Enders & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Enders & Associates, INC.
  • Sponsor EIN: 911433258
  • Sponsor Address: 2535 N. HAYDEN ISLAND DRIVE, PORTLAND, OR, 97217
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $5.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$5.7M$71,729$236,185
202322$4.9M$54,200$234,730
202220$3.9M$56,783$196,782

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