# Endologix LLC 401(k) Plan
Source: https://planprovider.pro/companies/endologix-llc-plan-001

> Endologix LLC&#39;s 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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