Original filing (PDF)20251006115733NAL0006388032001

ENSEMBLE CAPITAL MANAGEMENT

Name: ENSEMBLE CAPITAL MANAGEMENT — ENSEMBLE CAPITAL MANAGEMENT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ENSEMBLE CAPITAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

ENSEMBLE CAPITAL MANAGEMENT PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENSEMBLE CAPITAL MANAGEMENT.

Plan sponsor

Name

ENSEMBLE CAPITAL MANAGEMENT

EIN

05-0595391

Address

555 MISSION ST · SUITE 3325 · SAN FRANCISCO, CA · 94105

Phone

(650) 696-1241

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-30

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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