Retirement plan

ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN

Name: ENDO TECHNOLOGIES, LLC - ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ENDO TECHNOLOGIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN, ENDO TECHNOLOGIES, LLC

ENDO TECHNOLOGIES, LLCEIN 47-4340376Plan #001PY 2024

6660 NEW NASHVILLE HIGHWAY - SMYRNA, TN 37167615-220-8728endoti.comLinkedIn11-50 employeesmedical devices

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$871K

+23.5% from 2023

Total participants

+5.6% from 2023

Average account balance

$54,448

+15.8% from 2023

Annual return

10.99%

-5.15 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$871K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,448

$160,070-66.0%

$147,117-63.0%

$145,897-62.7%

Participation rate

76.9%

84.0%-7.1pp

82.2%-5.3pp

80.3%-3.4pp

Annual return

10.99%

98.69%-87.7pp

420.54%-409.5pp

552.29%-541.3pp

Employer contribution / active EE

$2,147

$5,285-59.4%

$4,932-56.5%

$4,663-53.9%

Participant deferral / active EE

$4,637

$8,419-44.9%

$8,065-42.5%

$6,689-30.7%

Admin fee / account holder

$15,035-100.0%

$12,993-100.0%

$13,390-100.0%

ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion