Back to filter
Original filing (PDF)20250908135719NAL0032741920001
ENDOXGROUP INCORPORATED
Form 5500-SF
FILING_RECEIVED
ENDOXGROUP INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
42
Accounts w/ balance
25
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDOXGROUP INCORPORATED.
Plan sponsor
Name
ENDOXGROUP INCORPORATED
EIN
84-4026345
Address
960 E GREEN STREET · SUITE 111 · PASADENA, CA · 91106
Phone
(909) 240-4967
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
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
RED PHOENIX CORPORATION
RED PHOENIX CORPORATION 401(K) PROFIT SHARING PLAN
$1.0M · 6 participants
NATIONAL SYSTEMS AMERICA L.P.
NATIONAL SYSTEMS AMERICA L.P. 401K PLAN
$1.0M · 11 participants
CLEINMAN PERFORMANCE PARTNERS, INC.
CLEINMAN PERFORMANCE PARTNERS, INC. 401K PLAN
$1.0M · 12 participants
OBERA LLC
OBERA LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 22 participants
TNT ENVIRONMENTAL INC.
TNT ENVIRONMENTAL INC. 401(K) PLAN
$1.0M · 9 participants
REDHAMMER HAWAII LLC
REDHAMMER GROUP 401(K) PLAN
$1.0M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B