How big is Enterprise Bank's plan?

Enterprise Bank's plan reported $9.2M in assets and 71 participants for 2024.

Original filing (PDF)20250717110845NAL0000166465001

Enterprise Bank

Name: Enterprise Bank — Enterprise Bank 401(k) Plan, Form 5500 (2024)
Creator: Enterprise Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Enterprise Bank 401(k) Plan

401(k) retirement plan · Enterprise Bank's Enterprise Bank 401(k) Plan held $9.2M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Tammy Julian signed Enterprise Bank's 2024 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Enterprise Bank's EIN is 23-2949580.

EIN 23-2949580

Plan number 001

Plan year 2024

ACK ID 20250717110845NAL0000166465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Enterprise Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Enterprise Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENTERPRISE BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score