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Original filing (PDF)20251013140627NAL0002128848001
ENDOLOGIX LLC
Form 5500
FILING_RECEIVED
ENDOLOGIX SAVINGS PLAN
401(k) retirement plan
Active participants
401
Accounts w/ balance
355
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDOLOGIX LLC.
Plan sponsor
Name
ENDOLOGIX LLC
EIN
68-0328265
Address
2 MUSICK · IRVINE, CA · 92618
Phone
(949) 595-7233
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKERTILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $127K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | MADISON, WI | AUDITOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
Investments
26 direct securities · 1 pooled fund· $48.5M(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
$46.4M
25 holdings
Mutual Funds
$1.1M
1 holding
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $6.6M | 13.7% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $5.0M | 10.4% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $4.9M | 10.0% | |
| Vanguard 500 Index Admiral N/R | — | — | — | $4.8M | 9.9% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $3.7M | 7.6% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $3.1M | 6.4% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $3.0M | 6.3% | |
| Massachusetts Financial Services MFS Growth R6 N/R | — | — | — | $2.1M | 4.3% | |
| Vanguard Mid Cap Index Admiral N/R | — | — | — | $1.4M | 3.0% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $1.4M | 2.9% | |
| Vanguard Small Cap Index Admiral N/R | — | — | — | $1.4M | 2.8% | |
| Dimensional Fund Advisors DFA Large Cap International I N/R | — | — | — | $1.3M | 2.7% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $1.2M | 2.4% | |
| Capital Group American Funds New World R6 N/R | Mutual Funds | — | — | $1.1M | 2.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.0M | 2.1% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | — | — | — | $904K | 1.9% | |
| Participant Loans Interest rates: 4.25% - 9.50%; maturing $0 | — | — | — | $874K | 1.8% | |
| Vanguard Target Retirement Income N/R | — | — | — | $748K | 1.5% | |
| PGIM Investments PGIM Total Return Bond Z N/R | — | — | — | $705K | 1.5% | |
| Vanguard Real Estate Index Admiral N/R | — | — | — | $665K | 1.4% | |
| Fidelity Investments Fidelity Sustainability Bond Index N/R | — | — | — | $642K | 1.3% | |
| Shares Vanguard Target Retirement 2020 Fund N/R | — | — | — | $515K | 1.1% | |
| Fidelity Investments Fidelity U.S. Sustainability Index N/R | — | — | — | $511K | 1.1% | |
| Fidelity Investments Fidelity Advisor Health Care I N/R | — | — | — | $359K | 0.7% | |
| Lord Abbett Lord Abbett Bond Debenture R6 N/R | — | — | — | $334K | 0.7% | |
| Vanguard Target Retirement 2070 Fund N/R | — | — | — | $112K | 0.2% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $80K | 0.2% |
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