Original filing (PDF)20250929162836NAL0014101552003

ENTERPRISE PROFESSIONAL SERVICES, INC.

Name: ENTERPRISE PROFESSIONAL SERVICES, INC. — EPSI 403(B) PLAN, Form 5500 (2024)
Creator: ENTERPRISE PROFESSIONAL SERVICES, INC.

Form 5500

FILING_RECEIVED

EPSI 403(B) PLAN

403(b) retirement plan

Signals · 2

83% in single holding~242 bps in Sched C fees

Active participants

251

Accounts w/ balance

263

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTERPRISE PROFESSIONAL SERVICES, INC..

Plan sponsor

Name

ENTERPRISE PROFESSIONAL SERVICES, INC.

EIN

45-0896436

Address

1101 S. CAPITAL OF TX HWY · UNIT 1, BLDG A · AUSTIN, TX · 78746

Phone

(512) 614-6116

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HOIL THOUSE CARLIN & VAN TRIGT, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS	—	SANTA BARBARA, CA	INVESTMENT ADVISOR	$5K	—

Investments

2 direct securities· $978K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Investments * Participant-directed funds in transit ** Cash	—	—	—	$809K	82.7%
	Fully benefit-responsive investment contract * Guaranteed Interest Fund Guaranteed Interest Fund	—	—	—	$169K	17.3%

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