Matt Taylor signed Endpoint Clinical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Endpoint Clinical, Inc.'s EIN is 27-1797837.
Download the official 2024 Form 5500 (PDF) for Endpoint Clinical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Endpoint Clinical, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLAS PENSION CONSULTANTS | 27-1186851 | RANCHO CORDOVA, CA | 3RD PARTY ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 Index Fund Separate Account | Pooled Separate Accounts | — | — | $6.8M | 19.5% | |
| JPMorgan Large Cap Growth Fund Separate Account | Pooled Separate Accounts | — | — | $4.2M | 12.1% | |
| T. Rowe Price Retirement 2045 Fund Separate Account | Pooled Separate Accounts | — | — | $4.1M | 11.6% | |
| T. Rowe Price Retirement 2050 Fund Separate Account | Pooled Separate Accounts | — | — | $3.3M | 9.5% | |
| T. Rowe Price Retirement 2055 Fund Separate Account | Pooled Separate Accounts | — | — | $2.3M | 6.7% | |
| T. Rowe Price Retirement 2040 Fund Separate Account | Pooled Separate Accounts | — | — | $1.7M | 4.9% | |
| Voya Government Money Market Fund Separate Account 343 * Voya Fixed Account Fixed Account | Pooled Separate Accounts | — | — | $1.7M | 4.8% | |
| T. Rowe Price Retirement 2035 Fund Separate Account | Pooled Separate Accounts | — | — | $1.6M | 4.6% | |
| Northern Trust Collective Small/Mid Cap * Index Fund Separate Account | Pooled Separate Accounts | — | — | $1.4M | 3.9% | |
| T. Rowe Price Retirement 2025 Fund Separate Account | Pooled Separate Accounts | — | — | $1.2M | 3.5% | |
| T. Rowe Price Retirement 2060 Fund Separate Account | Pooled Separate Accounts | — | — | $893K | 2.6% | |
| BlackRock Total Return Fund Separate Account | Pooled Separate Accounts | — | — | $784K | 2.2% | |
| JPMorgan Equity Income Fund Separate Account | Pooled Separate Accounts | — | — | $704K | 2.0% | |
| Northern Trust Collective All Country * World Index Ex-US Fund Separate Account | Pooled Separate Accounts | — | — | $641K | 1.8% | |
| T. Rowe Price Retirement 2030 Fund Separate Account | Pooled Separate Accounts | — | — | $615K | 1.8% | |
| MassMutual Small Cap Growth Equity Fund Separate Account | Pooled Separate Accounts | — | — | $487K | 1.4% | |
| Principal SmallCap Value Fund Separate Account 119 * MFS Mid Cap Growth Fund Separate Account | Pooled Separate Accounts | — | — | $402K | 1.1% | |
| American Century Mid Cap Value Fund Separate Account | Pooled Separate Accounts | — | — | $394K | 1.1% | |
| Great Grey EuroPacific Growth Fund Separate Account | Pooled Separate Accounts | — | — | $367K | 1.0% | |
| participants | Other securities | — | — | $339K | 1.0% | |
| Northern Trust Aggregate Bond Index Fund Separate Account | Pooled Separate Accounts | — | — | $263K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund Separate Account | Pooled Separate Accounts | — | — | $260K | 0.7% | |
| T. Rowe Price Retirement 2020 Fund Separate Account | Pooled Separate Accounts | — | — | $106K | 0.3% | |
| T. Rowe Price Retirement 2005 Fund Separate Account | Pooled Separate Accounts | — | — | $77K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund Separate Account | Pooled Separate Accounts | — | — | $52K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
