Enterprise Properties, Inc. 401(k) Savings Plan
Sponsored by Enterprise Properties, Inc. · EIN 470151785 · Plan #002
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 420
- With balances
- 351
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $77,185 |
| Usi Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Principal Securities Inc | Investment advisory (plan), Other fees | $0 |