Alina HADI signed Endurance U.S. Holdings Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Endurance U.S. Holdings Corp.'s EIN is 98-0379712.
Download the official 2024 Form 5500 (PDF) for Endurance U.S. Holdings Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Endurance U.S. Holdings Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $76.4M | 11.5% | |
| MFS Gr R3 | Mutual Funds | — | — | $52.8M | 8.0% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $49.8M | 7.5% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $43.2M | 6.5% | |
| Vanguard Target Retrmnt 2045 | Mutual Funds | — | — | $41.0M | 6.2% | |
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $39.0M | 5.9% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $37.0M | 5.6% | |
| Dodge & Cox Dodge & Cox Stock I | Mutual Funds | — | — | $30.8M | 4.6% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $26.5M | 4.0% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $26.2M | 4.0% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $24.4M | 3.7% | |
| T. Rowe Price T. Rowe Price Mid Cap Gr | Other securities | — | — | $23.1M | 3.5% | |
| Vanguard Small Cap Index Inst | Mutual Funds | — | — | $19.0M | 2.9% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $17.7M | 2.7% | |
| Baron Gr Instl | Other securities | — | — | $14.7M | 2.2% | |
| MFS Mid Cap Val R3 | Mutual Funds | — | — | $14.4M | 2.2% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $13.8M | 2.1% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $11.5M | 1.7% | |
| Fidelity Adv Intl Gr Z | Mutual Funds | — | — | $11.5M | 1.7% | |
| PIMCO Total Return A | Mutual Funds | — | — | $11.2M | 1.7% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $9.4M | 1.4% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $8.6M | 1.3% | |
| MELLON STABLE VALUE M MELLON · EIN 11-3152988 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.2% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $7.4M | 1.1% | |
| Vanguard Total Bd Mkt Index Instl | Mutual Funds | — | — | $6.6M | 1.0% | |
| Fidelity Adv Stock Slctor Sm cp I | Mutual Funds | — | — | $6.5M | 1.0% | |
| Participants Notes Receivable with interest rates of 2.50% to 9.50% | Bonds / Notes | — | — | $5.5M | 0.8% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $5.4M | 0.8% | |
| Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $4.6M | 0.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $4.0M | 0.6% | |
| with varying maturity dates $ - | Other securities | — | — | $651K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $223K | <0.1% | |
| Vanguard Institutional Index Large Blend - | Mutual Funds | — | — | $76K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
