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Original filing (PDF)20250723091417NAL0005054944001
EMPRISE BANK
Form 5500
FILING_RECEIVED
EMPRISE BANK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
467
Accounts w/ balance
559
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPRISE BANK.
Plan sponsor
Name
EMPRISE BANK
EIN
48-0807333
Address
257 NORTH BROADWAY · WICHITA, KS · 67202
Phone
(316) 383-4309
Industry
Commercial Banking· Finance & Insurancesee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BRUNGARDT HOWER WARD ELLIOT & PFEIF
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $15K | — |
Investments
23 direct securities· $46.4M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $6.1M | 12.2% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $5.8M | 11.7% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $5.8M | 11.6% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $5.6M | 11.3% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $4.6M | 9.2% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $3.0M | 6.0% | |
| T. Rowe Price Small Cap Stock Mutual Fund | — | — | — | $2.7M | 5.4% | |
| Dodge & Cox Balanced Fund Mutual Fund | — | — | — | $2.3M | 4.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.8M | 3.7% | |
| Fidelity Gov't Portfolio Money Market Fund Mutual Fund | — | — | — | $1.8M | 3.6% | |
| American New World Fund Mutual Fund | — | — | — | $1.3M | 2.6% | |
| Vanguard Short-Term Federal Mutual Fund | — | — | — | $1.2M | 2.4% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $939K | 1.9% | |
| T. Rowe Price High-Yield Mutual Fund | — | — | — | $728K | 1.5% | |
| Vanguard Short Term Investment Fund Mutual Fund | — | — | — | $710K | 1.4% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $460K | 0.9% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $440K | 0.9% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $364K | 0.7% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $257K | 0.5% | |
| Participant Loans Rates of 5.25% - 10.50% | — | — | — | $253K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $88K | 0.2% | |
| Undiscovered Mgrs Behav Value Fund Mutual Fund | — | — | — | $79K | 0.2% | |
| JP Morgan US Govt Money Market Fund Mutual Fund | — | — | — | $7K | <0.1% |
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