What public Form 5500 filings show about the Enterprise Financial Services Corp. 401(k) plan — and how to find and check your own account.
Enterprise Financial Services Corp. (EIN 43-1706259) reports EFSC INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $189.2M in plan assets across 1,251 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Enterprise Financial Services Corp. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Enterprise Financial Services Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, CHARLES SCHWAB TRUST BANK.
