Specialty1 Partners 401(K) Plan — Form 5500 plan (Endo1 Partners Dba Specialty1 Partners LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Specialty1 Partners 401(K) Plan is a benefit plan reported by Endo1 Partners Dba Specialty1 Partners LLC under EIN 84-3113434 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,680 participants and $46,864,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Endo1 Partners Dba Specialty1 Partners LLC
EIN
84-3113434
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,680
End-of-year plan assets
$46,864,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,680H, C20250110153057NAL0022939728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,864,650
Total liabilities (EOY)
$0
Net assets (EOY)
$46,864,650
Net assets (BOY)
$26,657,896

Income & contributions

Employer contributions
$5,099,140
Participant contributions
$9,189,486
Total contributions
$17,982,294
Total income / additions
$22,450,751

Expenses & distributions

Benefits paid
$2,152,268
Administrative expenses
$91,729
Total expenses
$2,243,997
Net increase / (decrease)
$20,206,754

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Institutional OperationsRECORD KEEPER$91,729$02023

Related Form 5500 pages