Plan Snapshot
- Plan Sponsor: Endsight
- Sponsor EIN: 770627132
- Sponsor Address: 1144 JORDAN LANE, NAPA, CA, 94559
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $11.8M | $89,110 | $913,513 |
| 2023 | 124 | $10.7M | $127,427 | $777,395 |
| 2022 | 115 | $8.3M | $65,529 | $756,520 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Recordkeeper | — | $17,500 | $17,500 |
| PLAN DESIGN CONSULTANTS, INC | Recordkeeper | — | $5,547 | $5,547 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,047
- Estimated Expense Ratio: 0.196% 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 | $32,244 | $603 | $31,441 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |