How big is Endurance Wealth Management LLC's plan?

Endurance Wealth Management LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250521125951NAL0002342371001

Endurance Wealth Management LLC

Name: Endurance Wealth Management LLC — Endurance Wealth, Form 5500 (2024)
Creator: Endurance Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Endurance Wealth Management LLC 401(k) Plan

401(k) retirement plan · Endurance Wealth Management LLC's Endurance Wealth Management LLC 401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Brian Caffrey signed Endurance Wealth Management LLC's 2024 Form 5500 as plan administrator.

Brian Caffrey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Endurance Wealth Management LLC's EIN is 88-4402266.

EIN 88-4402266

Plan number 001

Plan year 2024

ACK ID 20250521125951NAL0002342371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Endurance Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Endurance Wealth Management LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENDURANCE WEALTH MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score