Plan Snapshot
- Plan Sponsor: Enterprise Community Partners INC
- Sponsor EIN: 521231931
- Sponsor Address: 11000 BROKEN LAND PARKWAY, COLUMBIA, MD, 210443535
- Plan Type: 401(k)
- Total Participants: 1,137
- Total Assets: $215.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,137 | $215.3M | $7.4M | $10.6M |
| 2023 | 1,108 | $182.3M | $6.6M | $9.4M |
| 2022 | 1,023 | $200.7M | $7.5M | $13.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $385,592 | — | $385,592 | — | — |
| 2023 | $338,422 | — | $338,422 | — | — |
| 2022 | $451,565 | — | $451,055 | — | — |