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Sponsor portfolio

ENTERPRISE GROUP, LLC

EIN 20-0079506-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
8
P.O. BOX 20314 - NEW YORK, NY 10011212-564-3199
Plans on this EIN
2 filings
#001TraditionalDB-$2.4M - 4 part#002401k-$350K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • GROUP, LLC PENSION (#001)87%
  • LLC SALARY Savings (#002)13%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, LLC PENSION (#001)4
  • LLC SALARY Savings (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ENTERPRISE GROUP, LLC PENSION PLAN

TraditionalDB

Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ENTERPRISE GROUP, LLC SALARY SAVINGS PLAN

401k

Assets$350K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ENTERPRISE GROUP, LLC PENSION PLANTraditionalDB$2.4M42024
002ENTERPRISE GROUP, LLC SALARY SAVINGS PLAN401k$350K42024
Retirement plans
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