Back to filter
Original filing (PDF)20250714122045NAL0001024769001
ENDURANCE WARRANTY SERVICES, L.L.C.
Form 5500
FILING_RECEIVED
ENDURANCE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
980
Accounts w/ balance
1,289
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDURANCE WARRANTY SERVICES, L.L.C..
Plan sponsor
Name
ENDURANCE WARRANTY SERVICES, L.L.C.
EIN
03-0590313
Address
400 SKOKIE BOULEVARD, SUITE 470 · NORTHBROOK, IL · 60062
Phone
(855) 220-0475
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STREIGEL KNOBLOCH & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | 36-3132823 | — | NONE | $56K | — |
| MATRIX TRUST COMPANY | 71-3182674 | — | NONE | $5K | — |
Investments
29 direct securities· $15.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.2M | 14.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.2M | 14.1% | |
| Vanguard 500 Index Fund | — | — | — | $1.6M | 10.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.3M | 8.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.3M | 8.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 7.7% | |
| Vanguard Growth Index Fund | — | — | — | $1.0M | 6.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $851K | 5.5% | |
| Participant Notes Receivable | — | — | — | $754K | 4.9% | |
| Vanguard Total Stock Market Index Investment Fund | — | — | — | $408K | 2.7% | |
| Vanguard Mid Cap Growth Index Fund | — | — | — | $317K | 2.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $303K | 2.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $222K | 1.4% | |
| Vanguard Value Index Fund | — | — | — | $193K | 1.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $189K | 1.2% | |
| Vanguard Balanced Index Fund | — | — | — | $155K | 1.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $138K | 0.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $115K | 0.7% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $111K | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $94K | 0.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $86K | 0.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $84K | 0.5% | |
| Vanguard Real Estate Index Fund | — | — | — | $70K | 0.5% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $64K | 0.4% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $62K | 0.4% | |
| Vanguard Total International Bond Index Fund | — | — | — | $45K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $45K | 0.3% | |
| Vanguard Short Term Bond Index Fund | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $3K | <0.1% |
Related plans
Other plans using HOWARD SIMON & ASSOCIATES, INC.
BARTLIT BECK LLP
BARTLIT BECK LLP 401(K) PLAN AND TRUST
$99.7M · 168 participants
SWANSON, MARTIN & BELL, LLP
SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN
$93.4M · 190 participants
CHICAGO TUBE AND IRON COMPANY
CHICAGO TUBE AND IRON CO. EMPLOYEES' PROFIT SHARING & 401(K) SAVINGS PLAN
$59.6M · 341 participants
WEAVER CONSULTANTS GROUP, LLC
WEAVER COMPANIES 401(K) PLAN
$48.7M · 608 participants
MICHAEL LEWIS COMPANY
MICHAEL LEWIS COMPANY 401(K) PLAN
$44.7M · 211 participants
CODILIS & ASSOCIATES, P.C.
CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN
$37.2M · 293 participants
Similar-size Professional & Technical Services plans
FPL CORPORATE SERVICES, LLC
FPL CORPORATE SVCS, LLC 401(K) SAVINGS PLAN & TRUST
$15.4M · 68 participants
SASNAK MANAGEMENT CORPORATION
THRIVE TOGETHER, LLC 401(K) PROFIT SHARING PLAN
$15.3M · 1,122 participants
TRIVISTA BUSINESS GROUP INC.
TRIVISTA BUSINESS GROUP INC. 401(K) PROFIT SHARING PLAN
$15.4M · 76 participants
ZEMENICK & WALKER, INC.
ZEMENICK & WALKER, INC. SAFE HARBOR 401(K) PLAN
$15.3M · 11 participants
MCKING CONSULTING CORPORATION
MCKING CONSULTING CORPORATION 401(K) PLAN
$15.3M · 54 participants
COBEC CONSULTING, INC.
THE COBEC CONSULTING RETIREMENT PLAN
$15.3M · 98 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B