Plan Snapshot
- Plan Sponsor: Enterprise Professional Services, INC.
- Sponsor EIN: 450896436
- Sponsor Address: 1101 S. CAPITAL OF TX HWY, AUSTIN, TX, 78746
- Plan Type: 403(b)
- Total Participants: 251
- Total Assets: $978,368
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 251 | $978,368 | $102,272 | $101,007 |
| 2023 | 241 | $970,244 | $85,583 | $115,879 |
| 2022 | 135 | $850,091 | $68,361 | $78,349 |
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 |
|---|---|---|---|---|
| HOIL THOUSE CARLIN & VAN TRIGT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOIL THOUSE CARLIN & VAN TRIGT, LLP — Auditor
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 | $30,692 | — | $30,692 | — | — |
| 2023 | $19,819 | $14,166 | — | — | — |
| 2022 | $18,514 | — | $18,514 | — | — |