Enterprise Professional Services 403(b) match, vesting and fees
What Enterprise Professional Services' 403(b) 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Hoil Thouse Carlin & Van Trigt, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Enterprise Professional Services: employer contribution per participant | $389 | |
| Peer median | $1,495 |
| Enterprise Professional Services: average balance | $3,720 | |
| Peer median | $34,563 |
| Enterprise Professional Services: admin expenses ÷ assets | 3.15% | |
| Peer median | 0.51% |
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 $981K at the end of plan year 2021 to $978K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 452 | $978K | $102K | $389 | 3.15% | Not published | Form 5500 ↗ |
| 2023 | 532 | $970K | $86K | $237 | 2.18% | Not published | Form 5500 ↗ |
| 2022 | 412 | $850K | $68K | $200 | 2.02% | Not published | Form 5500 ↗ |
| 2021 | 384 | $981K | $135K | $409 | 1.99% | Not published | Form 5500 ↗ |
Common questions
Does Enterprise Professional Services match 401(k) contributions?
The match terms for the Epsi 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $102K in employer contributions, about $389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Enterprise Professional Services 401(k) match vested?
The vesting schedule for the Epsi 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Enterprise Professional Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Enterprise Professional Services, Inc..
I left Enterprise Professional Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Enterprise Professional Services, Inc., (512) 614-6116) or the recordkeeper, Empower Annuity Insurance Company. The Enterprise Professional Services old 401(k) page lists the contacts from every plan filing. Find an old Enterprise Professional Services 401(k)
Data from the public Form 5500 annual reports Enterprise Professional Services 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 Professional Services. Not financial advice. Report a correction · Methodology