Enterprise Financial Group, Inc. 401(k) Savings Plan
Sponsored by Enterprise Financial Group, Inc. · EIN 731027611 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 131
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prospera Financial Services Inc | Investment advisory (plan) | $33,692 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $33,333 |
| Empower Advisory Group, Llc | Investment management | $4,385 |