Colleen Slocum signed Enterprise Financial Services Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enterprise Financial Services Corp.'s EIN is 43-1706259.
Download the official 2024 Form 5500 (PDF) for Enterprise Financial Services Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enterprise Financial Services Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $6 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSGA S&P 500(R) INDEX NL FD CLASS N STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $25.6M | 13.6% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $17.4M | 9.2% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $13.4M | 7.1% | |
| Dodge & Cox Stock Fund Class I Mutual Fund | Mutual Funds | — | — | $13.1M | 6.9% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $10.0M | 5.3% | |
| EFSC Common Stock Fund Common Stock | Common Stocks | — | — | $9.0M | 4.7% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $8.7M | 4.6% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $8.7M | 4.6% | |
| AMG River Road Small Cap Value Fund Class I Mutual Fund | Other securities | — | — | $7.9M | 4.2% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $7.5M | 4.0% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $7.2M | 3.8% | |
| Goldman Sachs GQG Partners International Opportunities Fund Mutual Fund Class Institutional | Other securities | — | — | $6.8M | 3.6% | |
| PGIM Jennison Mid-Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $6.2M | 3.3% | |
| Vanguard LifeStrategy Moderate Growth Fund Class I Mutual Fund | Mutual Funds | — | — | $6.0M | 3.2% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $5.6M | 2.9% | |
| Baird Aggregate Bond Fund Class Institutional Mutual Fund | Other securities | — | — | $5.5M | 2.9% | |
| CRM Mid Cap Value Fund Class Institutional Mutual Fund | Other securities | — | — | $4.4M | 2.3% | |
| Vanguard LifeStrategy Growth Fund Class I Mutual Fund | Mutual Funds | — | — | $4.1M | 2.2% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| State Street Small/Mid Cap Equity Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $3.0M | 1.6% | |
| State Street Global All Cap Equity ex-U.S. Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $2.5M | 1.3% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.5M | 1.3% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $2.0M | 1.0% | |
| Hartford Schroders International Multi-Cap Value Fund Class I Mutual Fund | Other securities | — | — | $1.8M | 0.9% | |
| Vanguard LifeStrategy Income Fund Class I Mutual Fund | Mutual Funds | — | — | $1.2M | 0.6% | |
| Vanguard LifeStrategy Conservative Growth Fund Class I Mutual Fund | Mutual Funds | — | — | $966K | 0.5% | |
| Polen Growth Fund Class Institutional Mutual Fund | Other securities | — | — | $917K | 0.5% | |
| State Street Aggregate Bond Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $780K | 0.4% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $744K | 0.4% | |
| State Street U.S. Inflation Protected Bond Index Fund Collective Trust Fund | Common Collective Trusts | — | — | $712K | 0.4% | |
| SSGA US INFLATION PROT BD INDX NL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $712K | 0.4% | |
| Nuveen Large Cap Responsible Equity Fund Class R6 Mutual Fund | Mutual Funds | — | — | $480K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $332K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $250K | 0.1% | |
| Conestoga Small Cap Fund Class Investor Mutual Fund | Other securities | — | — | $235K | 0.1% | |
| Nuveen Core Impact Bond Fund Class R6 Mutual Fund | U.S. Treasuries | — | — | $44K | <0.1% |
