# Enterprise Financial Services Corp 401(k) Plan
Source: https://planprovider.pro/companies/enterprise-financial-services-corp-401k-plan

> Enterprise Financial Services Corp's 401(k) plan: 1,251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/enterprise-financial-services-corp-401k-plan)

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