AUMdb

Enterprise Bank And Trust Company 401(k) Plan

Sponsored by Enterprise Bank And Trust Company · EIN 042993547 · Plan #001

Total assets
$128M
Net assets
$128M
Active participants
601
With balances
719

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $82,574
Berry Dunn Mcneil & Parker, Llc Accounting $6,000