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Original filing (PDF)20251015104147NAL0009134114001
ENDEAVOR COMMUNICATIONS
Form 5500
FILING_RECEIVED
ENDEAVOR COMMUNICATIONS SAVINGS PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
131
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Participation health
100
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 ENDEAVOR COMMUNICATIONS.
Plan sponsor
Name
ENDEAVOR COMMUNICATIONS
EIN
35-0978228
Address
2 S. WEST STREET · CLOVERDALE, IN · 46120
Phone
(765) 795-9210
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | — | MILWAUKEE, WI | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN SERVICES, INC | — | CARY, NC | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
43 direct securities· $16.4M(100% of reported assets)
Uncategorized
$16.4M
42 holdings
Pooled Separate Accounts
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MyCompass American Funds 2035 Fd R Common Collective Trust N/A | — | — | — | $3.6M | 22.0% | |
| MyCompass American Funds 2050 Fd R Common Collective Trust N/A | — | — | — | $1.9M | 11.8% | |
| Similar Party Par, or Maturity Value Cost Value MyCompass American Funds 2045 Fd R Common Collective Trust N/A | — | — | — | $1.8M | 10.9% | |
| MyCompass American Funds 2040 Fd R Common Collective Trust N/A | — | — | — | $1.4M | 8.2% | |
| MyCompass American Funds 2030 Fd R Common Collective Trust N/A | — | — | — | $1.3M | 8.1% | |
| Charles Schawb PCRA Self-Directed Brokerage N/A | — | — | — | $801K | 4.9% | |
| Common Collective Trusts MyCompass American Funds 2020 Fd R Common Collective Trust N/A | — | — | — | $758K | 4.6% | |
| MyCompass American Funds 2055 Fd R Common Collective Trust N/A | — | — | — | $688K | 4.2% | |
| MyCompass American Funds 2060 Fd R Common Collective Trust N/A | — | — | — | $589K | 3.6% | |
| Vanguard Tot St Mkt Indx Fd Adm Mutual Fund N/A | — | — | — | $440K | 2.7% | |
| Vanguard 500 Index Fund Adm Mutual Fund N/A | — | — | — | $425K | 2.6% | |
| Janus Hndrsn Forty Fund N Mutual Fund N/A | — | — | — | $377K | 2.3% | |
| MFS Technology Fund R6 Mutual Fund N/A | — | — | — | $349K | 2.1% | |
| MyCompass American Funds 2025 Fd R Common Collective Trust N/A | — | — | — | $347K | 2.1% | |
| Notes Receivable from Participants Maturing 2025 - 2033 at Interest Rates of 4.25% - 10.50% - | — | — | — | $314K | 1.9% | |
| MyCompass American Funds 2065 Fd R Common Collective Trust N/A | — | — | — | $300K | 1.8% | |
| American Funds Nw Perspective R6 Mutual Fund N/A | — | — | — | $206K | 1.2% | |
| Vanguard Total Intl Stk Index Fd Adm Mutual Fund N/A | — | — | — | $176K | 1.1% | |
| Inv Gold & Spec Min Fd R6 Mutual Fund N/A | — | — | — | $93K | 0.6% | |
| BlackRock Hlth Sci Opport Prt K Mutual Fund N/A | — | — | — | $67K | 0.4% | |
| Cohen & Steers Real Estate Secs Fd Z Mutual Fund N/A | — | — | — | $62K | 0.4% | |
| Similar Party Par, or Maturity Value Cost Value Fixed Account * Voya Fixed Account Guaranteed Investment Contract N/A | — | — | — | $46K | 0.3% | |
| MFS New Discovery Fund R6 Mutual Fund N/A | — | — | — | $35K | 0.2% | |
| Vanguard Health Care Fund Adm Mutual Fund N/A | — | — | — | $33K | 0.2% | |
| Voya Intermediate Bond Fund R6 Mutual Fund N/A | — | — | — | $27K | 0.2% | |
| Vanguard Energy Fund Adm Mutual Fund N/A | — | — | — | $26K | 0.2% | |
| Amer Cent Mid Cap Value Fund R6 Mutual Fund N/A | Pooled Separate Accounts | — | — | $26K | 0.2% | |
| JPMorgan US Val Fd R6 Mutual Fund N/A | — | — | — | $23K | 0.1% | |
| Hartford Dividend and Growth Fund R6 Mutual Fund N/A | — | — | — | $22K | 0.1% | |
| The Hartford Total Return Bond Fd R6 Mutual Fund N/A | — | — | — | $18K | 0.1% | |
| Janus Hndrsn Balanced Fund N Mutual Fund N/A | — | — | — | $18K | 0.1% | |
| Vanguard Intl Explorer Fund Inv Mutual Fund N/A | — | — | — | $17K | 0.1% | |
| MFS Mid Cap Value Fund R6 Mutual Fund N/A | — | — | — | $15K | <0.1% | |
| The Hartford Strategic Income F R Mutual Fund N/A | — | — | — | $13K | <0.1% | |
| Vanguard Balanced Index Fnd Adm Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| The Hartford Balanced Income Fund R6 Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| DFA Commodity Strategy Port Inst Mutual Fund N/A | — | — | — | $10K | <0.1% | |
| Voya Gov Money Mkt Fnd A (Hld Acct) Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| The Hartford World Bond Fund Cl R6 Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| The Hartford Equity Income Fund R6 Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| MFS Utilities Fund R6 Mutual Fund N/A 449 PGIM High Yield Fund R6 Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Amer Cent Short Duration Fund R6 Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Vanguard Infl-Prt Securities Fd Adm Mutual Fund N/A | — | — | — | $2K | <0.1% |