# Endo1 Partners Dba Specialty1 Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/endo1-partners-llc-401k-plan

> Endo1 Partners Dba Specialty1 Partners LLC's 401(k) plan: 1,854 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Endo1 Partners Dba Specialty1 Partners LLC

- **Sponsor EIN:** 843113434

- **Sponsor Address:** 1800 WEST LOOP SOUTH STE 1220, HOUSTON, TX, 77027

- **Plan Type:** 401(k)

- **Total Participants:** 1,854

- **Total Assets:** $63.5M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,854|$63.5M|$2.1M|$9.6M|

| 2023|1,783|$46.9M|$5.1M|$9.2M|

| 2022|1,646|$26.7M|$3.5M|$6.2M|

## 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 INSTITUTIONAL OPERATIONS|RECORD KEEPER|$99,413|—|$99,413|

| KESTRA INVESTMENT SERVICES, LLC|ADVISOR|$80,797|—|$80,797|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,128|—|$6,128|

| SMITH & HOWARD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INSTITUTIONAL OPERATIONS](https://planprovider.pro/provider/fidelity-investments) — RECORD KEEPER

- [KESTRA INVESTMENT SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $186,338

- **Estimated Expense Ratio:** 0.294% 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|$186,304|—|—|—|—|

| 2023|$91,729|—|—|—|—|

| 2022|$13,311|—|—|—|—|

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