form5500lookup

Form 5500 · Retirement plan · JACKSONVILLE, FL

ENTERPRISE INTEGRATION, INC.

The filing calls this plan ENTERPRISE INTEGRATION, INC. 401(K) PLAN.

ENTERPRISE INTEGRATION, INC. of JACKSONVILLE, FL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3458264 · plan 001 · plan year 2024, filed Sep 24, 2025

Participants at the start of the year
182
Contracts on file
1
Contract value
$484,579
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $484,579 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC152December$484,579$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ENTERPRISE INTEGRATION, INC.
EIN 59-3458264
VOYA RETIREMENT INS AND ANNUITY
RECORDKEEPER · EIN 71-0294708
$25,678
paid directly by the plan
MORGAN STANLEY SMITH BARNEY LLC
INVESTMENT ADVISORY · EIN 20-8764829
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$4,342,723
Paid out in benefits
$196,687
Participants at the start of the year
182
Participants with account balances
153

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 26-3429295
ASSURANCE DIMENSIONS
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$8,000

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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