Plan Snapshot
- Plan Sponsor: Endeavor Health Clinical Operations
- Sponsor EIN: 362167060
- Sponsor Address: 1301 CENTRAL STREET, EVANSTON, IL, 60201
- Plan Type: 403(b)
- Total Participants: 11,719
- Total Assets: $2.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 11,719 | $2.1B | $14.1M | $2.1M |
| 2023 | 13,718 | $2.0B | $46.6M | $83.6M |
| 2022 | 13,705 | $1.8B | $55.9M | $80.5M |
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 |
|---|---|---|---|---|
| MITCHELL & TITUS, LLP | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.001% 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 | $460,532 | $72,500 | — | $20,000 | — |
| 2023 | $1,264,755 | $129,294 | $1,135,411 | — | — |
| 2022 | $1,126,495 | — | — | — | — |