Efsc Incentive Savings Plan
Sponsored by Enterprise Financial Services Corp · EIN 431706259 · Plan #001
- Total assets
- $189M
- Net assets
- $189M
- Active participants
- 1,251
- With balances
- 1,675
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 |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $179,532 |
| Charles Schwab Trust Bank | Custodial (securities) | $6 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |