Back to filter
Original filing (PDF)20251218155435NAL0002769971001
ENDOTRONIX, INC.
Form 5500
FILING_RECEIVED
ENDOTRONIX, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.1 moNo recordkeeper disclosed17 service providers
Active participants
146
Accounts w/ balance
152
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
96
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDOTRONIX, INC..
Plan sponsor
Name
ENDOTRONIX, INC.
EIN
26-0305050
Address
1415 W. DIEHL RD. 500W · NAPERVILLE, IL · 60563
Phone
(630) 473-3200
Industry
Manufacturingsee 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
2025-12-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CRAY, KAISER LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $25K | — |
| DFA | — | NORTH CAROLINA, NC | NONE | $0 | — |
| PRUDENTIAL FUND | — | NEW JERSEY, NJ | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| BNYMELLON | 13-5673135 | — | NONE | $0 | — |
| SCHWAB | — | WESTLAKE, TX | NONE | $0 | — |
| THORNBURG LIMITED | 85-0301299 | — | NONE | $0 | — |
| HARTFORD FUNDS | 13-3317783 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| JANUS HENDERSON | 43-1804048 | — | NONE | $0 | — |
| FEDERATED INVESTORS | 25-1111467 | — | NONE | $0 | — |
| VANGUARD | 23-1945930 | — | NONE | $0 | — |
| AMERICAN CENTURY | 20-0623152 | — | NONE | $0 | — |
| COHEN & STEERS | 14-1904657 | — | NONE | $0 | — |
| EATON VANCE | 04-2718215 | — | NONE | $0 | — |
| PUTNAM | 36-4488942 | — | NONE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $9.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.1M
31 holdings
Common Collective Trust
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.1M | 23.4% | |
| DFA Intl Sustainability Core 1 | — | — | — | $863K | 9.5% | |
| T. Rowe Price Retirement 2050 Inv | — | — | — | $679K | 7.5% | |
| T. Rowe Price Retirement 2045 Inv | — | — | — | $510K | 5.6% | |
| American Funds New World R6 | — | — | — | $395K | 4.4% | |
| T. Rowe Price Retirement 2035 Inv | — | — | — | $391K | 4.3% | |
| T. Rowe Price Retirement 2040 Inv | — | — | — | $380K | 4.2% | |
| Fidelity Advisor Investment Gr Bd Z | — | — | — | $368K | 4.1% | |
| T. Rowe Price Retirement 2060 Inv | — | — | — | $328K | 3.6% | |
| T. Rowe Price Retirement 2025 Inv | — | — | — | $318K | 3.5% | |
| Schwab Fundamental U.S. Large Company Index Fund | — | — | — | $305K | 3.4% | |
| T. Rowe Price Retirement 2055 Inv | — | — | — | $287K | 3.2% | |
| T. Rowe Price Retirement 2065 Inv | — | — | — | $278K | 3.1% | |
| DFA US Large Cap Growth Instl | — | — | — | $250K | 2.8% | |
| Cohen & Steers Realty Shares Z | — | — | — | $231K | 2.5% | |
| T. Rowe Price Mid-Cap Value I | — | — | — | $163K | 1.8% | |
| DFA US Small Cap Growth | — | — | — | $152K | 1.7% | |
| American Century Small Cap Value R6 | — | — | — | $144K | 1.6% | |
| Federated Mdt Mid Cap Growth R6 | — | — | — | $127K | 1.4% | |
| T. Rowe Price Retirement 2030 Inv | — | — | — | $121K | 1.3% | |
| Fidelity Advisor Technology Z | — | — | — | $121K | 1.3% | |
| Putnam Global Health Care R | — | — | — | $116K | 1.3% | |
| Dreyfus/Standish Global Fixed Income I | — | — | — | $115K | 1.3% | |
| Thornburg Limited Term Income R6 | — | — | — | $90K | 1.0% | |
| (b)(c) CURRENT (a) IDENTITY OF ISSUE AND DESCRIPTION OF INVESTMENT VALUE* ** Participant Loans (maturity dates ranging from June 2025 to November 2028, interest rates ranging from 8.75% to 9.50%) | — | — | — | $74K | 0.8% | |
| T. Rowe Price Stable Value | — | — | — | $44K | 0.5% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $44K | 0.5% | |
| PGIM High-Yield R6 | — | — | — | $34K | 0.4% | |
| Hartford Strategic Income R6 | — | — | — | $29K | 0.3% | |
| T. Rowe Price Retirement 2020 Inv | — | — | — | $17K | 0.2% | |
| Eaton Vance Emerging Markets Dbt Opps I | — | — | — | $15K | 0.2% | |
| T. Rowe Price Government Money Inv | — | — | — | $4K | <0.1% |
Related plans
Other plans using T. ROWE PRICE RPS, INC.
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
CACI INTERNATIONAL, INC.
THE CACI SMART PLAN
$3.9B · 23,471 participants
Similar-size Manufacturing plans
ACCUDYNE SYSTEMS, INC.
ACCUDYNE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$9.0M · 30 participants
SBS CISCO, INC. DBA CUSTOM INSTRUMENTATION SERVICES CORPORATION
CISCO 401(K) PLAN
$9.2M · 51 participants
ORBIT/FR INC.
ORBIT/FR, INC. 401(K) PLAN
$8.9M · 38 participants
BECS TECHNOLOGY, INC.
BECS TECHNOLOGY 401(K) PLAN
$8.9M · 85 participants
PULSE BIOSCIENCES, INC
PULSE BIOSCIENCES RETIREMENT TRUST
$9.4M · 67 participants
THERMOWORKS, INC.
THERMOWORKS, INC. 401(K) PLAN
$9.4M · 119 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