Plan Snapshot
- Plan Sponsor: Endologix LLC
- Sponsor EIN: 680328265
- Sponsor Address: 2 MUSICK, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $48.5M
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. |
|---|---|---|---|---|
| 2024 | 401 | $48.5M | $798,707 | $4.3M |
| 2023 | 368 | $42.0M | $835,523 | $4.1M |
| 2022 | 411 | $34.8M | $810,262 | $4.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $126,686 | — | $126,686 |
| MMA SECURITIES LLC | BROKER/ADVISER | — | $39,241 | $39,241 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $31,741 | — | $31,741 |
| BAKER TILLY US LLP | AUDITOR | $18,375 | — | $18,375 |
| BAKERTILLY US LLP | Auditor | $18,375 | — | $18,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,418
- Estimated Expense Ratio: 0.483% 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 | $176,802 | $31,741 | — | $18,375 | — |
| 2023 | $126,836 | $24,595 | — | — | — |
| 2022 | $120,512 | $21,017 | $99,095 | — | $400 |