AUMdb

Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan

Sponsored by Endeavor Real Estate Group, Ltd · EIN 742906204 · Plan #001

Total assets
$34.3M
Net assets
$34.3M
Active participants
243
With balances
285

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Frost Bank Investment advisory (plan) $20,913
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $19,547
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $824