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Original filing (PDF)20250904114010NAL0016215041001
ENDURANCE ENVIRONMENTAL SOLUTIONS LLC
Form 5500
FILING_RECEIVED
ENDURANCE ENVIRONMENTAL SOLUTIONS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
264
Accounts w/ balance
197
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDURANCE ENVIRONMENTAL SOLUTIONS LLC.
Plan sponsor
Name
ENDURANCE ENVIRONMENTAL SOLUTIONS LLC
EIN
85-2622646
Address
10275 WEST HIGGINS RD · SUITE 420 · ROSEMONT, IL · 60018
Phone
(872) 264-5208
Industry
Transportation & Warehousingsee 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
2025-09-04
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
42 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $663K | 11.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $537K | 9.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $433K | 7.6% | |
| Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $384K | 6.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $346K | 6.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $342K | 6.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $315K | 5.5% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $270K | 4.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $242K | 4.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $230K | 4.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $229K | 4.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $184K | 3.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $171K | 3.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $154K | 2.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $154K | 2.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $152K | 2.7% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $116K | 2.0% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $101K | 1.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $99K | 1.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $90K | 1.6% | |
| Vanguard GNMA Adm Vanguard 0 | — | — | — | $87K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $75K | 1.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $69K | 1.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $41K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $34K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $28K | 0.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $22K | 0.4% | |
| Invesco Small Cap Value Y Invesco 0 | — | — | — | $18K | 0.3% | |
| BlackRock Equity Dividend K BlackRock 0 | — | — | — | $17K | 0.3% | |
| Loomis Sayles Bond Fund N Loomis Sayles 0 | — | — | — | $13K | 0.2% | |
| T. Rowe Price Health Sciences I T. Rowe Price 0 | — | — | — | $10K | 0.2% | |
| NYLI Winslow Large Cap Growth I NYLI Winslow 0 | — | — | — | $9K | 0.2% | |
| Macquarie Value Instl Macquarie 0 | — | — | — | $7K | 0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $6K | 0.1% | |
| JPMorgan Mid Cap Value R6 JP Morgan 0 | — | — | — | $5K | <0.1% | |
| Dodge & Cox International Stock Fund I Dodge & Cox 0 | — | — | — | $5K | <0.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $4K | <0.1% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 207 T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $2K | <0.1% | |
| PGIM Total Return Bond R6 PGIM 0 65 Virtus KAR Small-Cap Growth I Virtus 0 | — | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% | |
| T. Rowe Price Retirement Balanced I T. Rowe Price 0 | — | — | — | $1K | <0.1% |