Plan Ledger DOL Form 5500 · updated monthly

Enterprise Professional Services, Inc.403(b)

EPSI 403(B) PLAN · LAKEWAY, TX · plan year 2024

Reported admin expense ratio · 2024
3.15%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Enterprise Professional Services, Inc. reported $30,692 in plan administrative expenses for 2024: 3.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $407 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 2.02% to 3.15%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (5,291st of 5,688), and 2,205th of 2,534 in administrative & support services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 135 to 251 since 2022.

Plan summary
Net assets, end of year$978,368
Participants with balances263
Active participants251
Employer contributions$102,272
Employee contributions$101,007
Employer contribution per active participant$407
Average account balance$3,720
Benefits paid to participants$253,927
Plan auditUnmodified (clean) audit opinion
AuditorHOIL THOUSE CARLIN & VAN TRIGT, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$978K · 263 accts · $102K emplr
2023$970K · 361 accts · $86K emplr
2022$850K · 342 accts · $68K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,692
Total administrative$30,692
Employer contributions to the Enterprise Professional Services, Inc. plan · 2024
Employer contribution per active participant$407
Median for plans this size$540
2024$407 per active participant
2023$355 per active participant
2022$506 per active participant

Enterprise Professional Services, Inc.'s 2024 employer contribution ran below the $540 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS · Investment advisory (plan)$5,390

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$30,692 · 3.15%
2023$19,819 · 2.18%
2022$18,514 · 2.02%
Similar plansAdministrative & Support Services · Texas
Westpark Interests, Inc. TX$1.1M · 0.22%
Conquer the Day LLC TX$1.0M · 1.60%
Mavagi Enterprises, Inc. TX$979K · 5.01%
Getsales, Inc. TX$927K · 1.38%
Tn Network Inc. TX$706K · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450896436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.