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Original filing (PDF)20251014103122NAL0001238771001
ENDPOINT CLINICAL, INC.
Form 5500
FILING_RECEIVED
ENDPOINT CLINICAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
321
Accounts w/ balance
406
Plan assets (EOY)
$35.0M
Net assets (EOY)
$35.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDPOINT CLINICAL, INC..
Plan sponsor
Name
ENDPOINT CLINICAL, INC.
EIN
27-1797837
Address
8045 ARCO CORPORATE DRIVE · RALEIGH, NC · 27617
Phone
(415) 970-5524
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLAS PENSION CONSULTANTS | 27-1186851 | RANCHO CORDOVA, CA | 3RD PARTY ADMINISTRATOR | $0 | — |
Investments
25 direct securities· $34.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 Index Fund Separate Account | — | — | — | $6.8M | 19.5% | |
| JPMorgan Large Cap Growth Fund Separate Account | — | — | — | $4.2M | 12.1% | |
| T. Rowe Price Retirement 2045 Fund Separate Account | — | — | — | $4.1M | 11.6% | |
| T. Rowe Price Retirement 2050 Fund Separate Account | — | — | — | $3.3M | 9.5% | |
| T. Rowe Price Retirement 2055 Fund Separate Account | — | — | — | $2.3M | 6.7% | |
| T. Rowe Price Retirement 2040 Fund Separate Account | — | — | — | $1.7M | 4.9% | |
| Voya Government Money Market Fund Separate Account 343 * Voya Fixed Account Fixed Account | — | — | — | $1.7M | 4.8% | |
| T. Rowe Price Retirement 2035 Fund Separate Account | — | — | — | $1.6M | 4.6% | |
| Northern Trust Collective Small/Mid Cap * Index Fund Separate Account | — | — | — | $1.4M | 3.9% | |
| T. Rowe Price Retirement 2025 Fund Separate Account | — | — | — | $1.2M | 3.5% | |
| T. Rowe Price Retirement 2060 Fund Separate Account | — | — | — | $893K | 2.6% | |
| BlackRock Total Return Fund Separate Account | — | — | — | $784K | 2.2% | |
| JPMorgan Equity Income Fund Separate Account | — | — | — | $704K | 2.0% | |
| Northern Trust Collective All Country * World Index Ex-US Fund Separate Account | — | — | — | $641K | 1.8% | |
| T. Rowe Price Retirement 2030 Fund Separate Account | — | — | — | $615K | 1.8% | |
| MassMutual Small Cap Growth Equity Fund Separate Account | — | — | — | $487K | 1.4% | |
| Principal SmallCap Value Fund Separate Account 119 * MFS Mid Cap Growth Fund Separate Account | — | — | — | $402K | 1.1% | |
| American Century Mid Cap Value Fund Separate Account | — | — | — | $394K | 1.1% | |
| Great Grey EuroPacific Growth Fund Separate Account | — | — | — | $367K | 1.0% | |
| participants | — | — | — | $339K | 1.0% | |
| Northern Trust Aggregate Bond Index Fund Separate Account | — | — | — | $263K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund Separate Account | — | — | — | $260K | 0.7% | |
| T. Rowe Price Retirement 2020 Fund Separate Account | — | — | — | $106K | 0.3% | |
| T. Rowe Price Retirement 2005 Fund Separate Account | — | — | — | $77K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund Separate Account | — | — | — | $52K | 0.1% |
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