Plan Ledger DOL Form 5500 · updated monthly

Enterprise Properties, Inc.401(k)

ENTERPRISE PROPERTIES, INC. 401(K) SAVINGS PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Enterprise Properties, Inc. reported $77,186 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,293 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 fell from 0.58% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 275th-largest of 565 plans among Nebraska employers on file, and the 6,480th of 13,661 in manufacturing. In 2024, employees put in $2.83 for every $1.00 the employer contributed; active participation has grown from 360 to 420 since 2022.

Plan summary
Net assets, end of year$17,383,578
Participants with balances351
Active participants420
Employer contributions$543,021
Employee contributions$1,534,535
Employer contribution per active participant$1,293
Average account balance$49,526
Benefits paid to participants$812,004
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 351 accts · $543K emplr
2023$14.3M · 287 accts · $471K emplr
2022$11.3M · 289 accts · $445K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,186
Total administrative$77,186
The Enterprise Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$1,293
Median for plans this size$2,416
2024$1,293 per active participant
2023$1,189 per active participant
2022$1,235 per active participant

Enterprise Properties, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$77,185
USI ADVISORS, INC. · Investment advisory (plan)indirect comp
PRINCIPAL SECURITIES INC · Investment advisory (plan)indirect comp

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$77,186 · 0.49%
2023$71,147 · 0.56%
2022$66,177 · 0.58%
Same employer
Similar plansManufacturing · Nebraska
Pce Inc NE$19.4M · 0.36%
Monolith Materials, Inc. NE$18.9M · 0.07%
Ali Holdings, LLC NE$15.3M · 0.12%
Phillips Manufacturing Co. NE$15.2M · 0.48%
Kugler Oil Company NE$15.1M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470151785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.