Endurance Warranty Services, L.L.C.'s EIN is 03-0590313.
Download the official 2024 Form 5500 (PDF) for Endurance Warranty Services, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Endurance Warranty Services, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | 36-3132823 | — | NONE | $56K | — |
| MATRIX TRUST COMPANY | 71-3182674 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.2M | 14.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.2M | 14.1% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 10.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.3M | 8.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.3M | 8.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.2M | 7.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.0M | 6.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $851K | 5.5% | |
| Participant Notes Receivable | Other securities | — | — | $754K | 4.9% | |
| Vanguard Total Stock Market Index Investment Fund | Common Collective Trusts | — | — | $408K | 2.7% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $317K | 2.1% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $303K | 2.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $222K | 1.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $193K | 1.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $189K | 1.2% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $155K | 1.0% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $138K | 0.9% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $115K | 0.7% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $111K | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $94K | 0.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $86K | 0.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $84K | 0.5% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $70K | 0.5% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $64K | 0.4% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $62K | 0.4% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $45K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $45K | 0.3% | |
| Vanguard Short Term Bond Index Fund | Common Collective Trusts | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
