Enterprise Associates 401(k) match, vesting and fees
What Enterprise Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Commonwealth Equity Services, Inc. | Schedule C ↗ |
| Independent auditor | Gray Gray& Gray LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 231 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.
| Enterprise Associates: employer contribution per participant | $349 | |
| Peer median | $1,443 |
| Enterprise Associates: average balance | $42,742 | |
| Peer median | $38,287 |
| Enterprise Associates: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.9M at the end of plan year 2021 to $25.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 632 | $25.6M | $209K | $349 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 605 | $21.5M | $199K | $343 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 577 | $17.4M | $181K | $329 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 611 | $20.9M | $190K | $329 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Enterprise Associates match 401(k) contributions?
The match terms for the Enterprise Associates LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $209K in employer contributions, about $349 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Enterprise Associates 401(k) match vested?
The vesting schedule for the Enterprise Associates LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Enterprise Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Commonwealth Equity Services, Inc.. The plan administrator is Enterprise Associates, LLC.
I left Enterprise Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Enterprise Associates, LLC, (617) 965-2000) or the recordkeeper, Commonwealth Equity Services, Inc.. The Enterprise Associates old 401(k) page lists the contacts from every plan filing. Find an old Enterprise Associates 401(k)
Data from the public Form 5500 annual reports Enterprise Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Enterprise Associates. Not financial advice. Report a correction · Methodology