Back to filter
Original filing (PDF)20251014165840NAL0003342321001
EMPRISE GROUP, INC.
Form 5500
FILING_RECEIVED
EMPRISE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,428
Accounts w/ balance
1,736
Plan assets (EOY)
$85.4M
Net assets (EOY)
$85.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPRISE GROUP, INC..
Plan sponsor
Name
EMPRISE GROUP, INC.
EIN
85-2687843
Address
8800 PAGE AVENUE · ST. LOUIS, MO · 63114
Phone
(314) 592-1560
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $24K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD | 44-0160260 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
20 direct securities · 1 pooled fund· $83.1M(97% of reported assets)
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.
Uncategorized
$78.1M
20 holdings
Common Collective Trust
$5.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 70,339 shares | — | — | $70K | $14.4M | 16.8% | |
| AB Large Cap Growth 80,470 shares | — | — | $80K | $8.8M | 10.3% | |
| American Century One Choice 2030 I 631,514 shares | — | — | $632K | $7.8M | 9.1% | |
| Putnam Large Cap Value Fund R6 200,309 shares | — | — | $200K | $6.9M | 8.1% | |
| American Century One Choice 2035 I 375,483 shares | — | — | $375K | $6.0M | 7.0% | |
| American Century One Choice 2025 I 372,648 shares | — | — | $373K | $5.1M | 6.0% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $5.3M | $5.0M | 5.8% | |
| American Century One Choice 2045 I 279,480 shares | — | — | $279K | $4.9M | 5.7% | |
| American Century One Choice 2040 I 351,804 shares | — | — | $352K | $4.7M | 5.5% | |
| Carillon Eagle Mid Cap Growth R6 57,398 shares | — | — | $57K | $4.5M | 5.2% | |
| American Century One Choice in Retirement I 226,949 shares | — | — | $227K | $2.8M | 3.3% | |
| American Century One Choice 2050 I 189,052 shares | — | — | $189K | $2.8M | 3.2% | |
| American Century One Choice 2060 I 133,478 shares | — | — | $133K | $2.1M | 2.4% | |
| T. Rowe Price Small Cap Stock 34,071 shares | — | — | $34K | $1.9M | 2.2% | |
| American Century One Choice 2055 I 112,183 shares | — | — | $112K | $1.9M | 2.2% | |
| Notes Receivable from Participants, Various Maturity | — | — | — | $1.5M | 1.7% | |
| Allspring Special Mid Cap Value Fund R6 21,269 shares | — | — | $21K | $1.0M | 1.2% | |
| Allspring Core Plus Bond R6 70,446 shares | — | — | $70K | $781K | 0.9% | |
| Principal Small Cap Value Fund II 20,617 shares | — | — | $21K | $237K | 0.3% | |
| Fidelity Extended Market Index Fund 948 shares | — | — | — | $86K | 0.1% | |
| Fidelity Total International Index Fund 3,493 shares | — | — | $3K | $47K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
STATE INDUSTRIAL PRODUCTS
STATE INDUSTRIAL PRODUCTS SAVINGS AND INVESTMENT PLAN AND TRUST
$83.7M · 545 participants
CONOPCO, INC.
SAVINGS PLAN FOR UNION EMPLOYEES OF UNILEVER
$87.2M · 624 participants
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE HEALTH AND LONG-TERM DISABILITY PLAN
$82.0M · 27,006 participants
KIK INTERNATIONAL LLC
KIK CUSTOM PRODUCTS 401(K) RETIREMENT SAVINGS PLAN
$92.8M · 1,520 participants
VEE PAK, LLC
VEE PAK, LLC 401 (K) PLAN
$77.1M
VOYANT BEAUTY, LLC
VOYANT BEAUTY, LLC 401(K) PLAN
$95.4M · 2,162 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B