Plan Snapshot
- Plan Sponsor: Enterprise Financial Services Corp
- Sponsor EIN: 431706259
- Sponsor Address: 150 N. MERAMEC, CLAYTON, MO, 63105
- Plan Type: 401(k)
- Total Participants: 1,251
- Total Assets: $189.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,251 | $189.2M | $6.9M | $10.3M |
| 2023 | 1,213 | $160.4M | $6.5M | $9.5M |
| 2022 | 1,127 | $131.5M | $5.7M | $8.3M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $179,532 | — | $179,532 |
| CHARLES SCHWAB TRUST BANK | NONE | $6 | $50,868 | $50,874 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,406
- Estimated Expense Ratio: 0.122% of plan assets
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 | $179,532 | — | — | — | — |
| 2023 | $163,694 | — | — | — | — |
| 2022 | $164,815 | — | — | — | — |