Retirement plan

ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: ENANTA PHARMACEUTICALS, INC. - ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: ENANTA PHARMACEUTICALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST, ENANTA PHARMACEUTICALS, INC.

ENANTA PHARMACEUTICALS, INC.EIN 04-3205099Plan #001PY 2025

4 KINGSBURY AVE - WATERTOWN, MA 02472617-607-0741enanta.comLinkedIn51-200 employeesbiotechnology

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$63.5M

+26.6% from 2024

Total participants

219

-4.4% from 2024

Average account balance

$290,179

+32.4% from 2024

Annual return

24.73%

+8.00 pp from 2024

Benchmarks

See 653 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort653 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$63.55M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$290K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

219

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$64

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8 years Service code 37 · EIN 04-2647786	Loan Processing	$14,084

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$14K

$115 / participant

Recordkeeping$14K100.0%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JOHNSON O'CONNOR FERON&CARUCCI LLP
Auditor EIN: 203985546
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$290,179

$80,705+259.6%

$115,768+150.7%

$67,986+326.8%

Participation rate

100.0%

63.0%+37.0pp

74.4%+25.6pp

57.2%+42.8pp

Annual return

24.73%

18.49%+6.2pp

100.46%-75.7pp

31.67%-6.9pp

Employer contribution / active EE

$13,943

$2,046+581.3%

$2,940+374.3%

$2,019+590.7%

Participant deferral / active EE

$20,833

$3,559+485.4%

$4,917+323.7%

$3,358+520.4%

Admin fee / account holder

$64

$4,135-98.4%

$12,439-99.5%

$3,203-98.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8 years

Service code 37 · EIN 04-2647786

Loan Processing

$14,084

ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion