Plan Snapshot
- Plan Sponsor: Endura Associates, INC.
- Sponsor EIN: 850257804
- Sponsor Address: 2400 CENTRAL AVENUE, S.E., ALBUQUERQUE, NM, 87106
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $18.1M
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 | 206 | $18.1M | $297,031 | $640,152 |
| 2023 | 200 | $15.4M | $305,182 | $673,694 |
| 2022 | 153 | $13.1M | $293,645 | $649,073 |
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 |
|---|---|---|---|---|
| PELTIER, GUSTAFSON & MILLER, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,712 | $1,199 | — | — | — |
| 2023 | $4,438 | $1,109 | — | — | — |
| 2022 | $3,497 | — | $3,497 | — | — |