Plan Snapshot
- Plan Sponsor: Endurance Warranty Services, L.L.C.
- Sponsor EIN: 030590313
- Sponsor Address: 400 SKOKIE BOULEVARD, SUITE 470, NORTHBROOK, IL, 60062
- Plan Type: 401(k)
- Total Participants: 980
- Total Assets: $15.4M
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 | 980 | $15.4M | $2.2M | $2.9M |
| 2023 | 772 | $9.6M | $1.6M | $2.2M |
| 2022 | 650 | $5.1M | $1.0M | $1.4M |
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 |
|---|---|---|---|---|
| STREIGEL KNOBLOCH & COMPANY, LLC | 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 | $60,243 | — | $38,160 | — | — |
| 2023 | $14,690 | — | $6,460 | — | — |
| 2022 | $32,522 | — | $32,522 | — | — |