Family Endeavors, Inc. DBA Endeavors 401(k) match, vesting and fees
What Family Endeavors, Inc. DBA Endeavors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins | Schedule C ↗ |
| Independent auditor | Coulter & Justus (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Family Endeavors, Inc. DBA Endeavors: employer contribution per participant | $1,014 | |
| Peer median | $1,537 |
| Family Endeavors, Inc. DBA Endeavors: average balance | $9,575 | |
| Peer median | $56,476 |
| Family Endeavors, Inc. DBA Endeavors: admin expenses ÷ assets | 1.53% | |
| Peer median | 0.19% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.8M at the end of plan year 2021 to $26.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,083 | $26.3M | $2.8M | $1,014 | 1.53% | Not published | Form 5500 ↗ |
| 2024 | 3,411 | $18.1M | $2.3M | $757 | 1.55% | Not published | Form 5500 ↗ |
| 2023 | 3,034 | $13M | $1.7M | $799 | 1.87% | Not published | Form 5500 ↗ |
| 2022 | 3,071 | $8.6M | $2.9M | $1,498 | 1.91% | Not published | Form 5500 ↗ |
| 2021 | 1,624 | $3.8M | $1M | $849 | 3.18% | Not published | Form 5500 ↗ |
Other Family Endeavors, Inc. DBA Endeavors plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Family Endeavors Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Family Endeavors, Inc. DBA Endeavors match 401(k) contributions?
The match terms for the Family Endeavors 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.8M in employer contributions, about $1,014 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Family Endeavors, Inc. DBA Endeavors 401(k) match vested?
The vesting schedule for the Family Endeavors 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Family Endeavors, Inc. DBA Endeavors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Financial Life Ins. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Family Endeavors, Inc. DBA Endeavors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Transamerica Financial Life Ins. The Family Endeavors, Inc. DBA Endeavors old 401(k) page lists the contacts from every plan filing. Find an old Family Endeavors, Inc. DBA Endeavors 401(k)
Data from the public Form 5500 annual reports Family Endeavors, Inc. DBA Endeavors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Family Endeavors, Inc. DBA Endeavors. Not financial advice. Report a correction · Methodology