Plan Snapshot
- Plan Sponsor: Endpoint Clinical, INC.
- Sponsor EIN: 271797837
- Sponsor Address: 8045 ARCO CORPORATE DRIVE, RALEIGH, NC, 27617
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $35.0M
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 | 321 | $35.0M | $1.2M | $3.1M |
| 2023 | 350 | $28.2M | $1.2M | $2.9M |
| 2022 | 334 | $20.7M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| NICHOLAS PENSION CONSULTANTS | 3RD PARTY ADMINISTRATOR | — | $15,090 | $15,090 |
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,090
- Estimated Expense Ratio: 0.043% 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 | $12,025 | — | $12,025 | — | — |
| 2023 | $10,650 | — | $10,650 | — | — |
| 2022 | $13,630 | — | $13,630 | — | — |