How big is Endelman & Associates PLLC's plan?

Endelman & Associates PLLC's plan reported $4.1M in assets and 10 participants for 2025.

Original filing (PDF)20260120090322NAL0001244163001

Endelman & Associates PLLC

Name: Endelman & Associates PLLC — Endelman & Associates, Form 5500 (2025)
Creator: Endelman & Associates PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Endelman & Associates Retirement Plan

401(k) retirement plan · Endelman & Associates PLLC's Endelman & Associates Retirement Plan held $4.1M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Endelman & Associates PLLC's EIN is 91-1872179.

EIN 91-1872179

Plan number 001

Plan year 2025

ACK ID 20260120090322NAL0001244163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Endelman & Associates PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Endelman & Associates PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ENDELMAN & ASSOCIATES PLLC

EIN

all filings

Address

600 UNIVERSITY STREET · SUITE 1515 · SEATTLE, WA · 98101

Phone

(206) 324-6462

Industry

Professional & Technical Services

Plan administrator