Meredith Graham signed Ensono, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ensono, LP's EIN is 36-2992650.
Download the official 2024 Form 5500 (PDF) for Ensono, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ensono, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAYSTONE CONSULTING | — | BALTIMORE, MD | NONE | $80K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $25.8M | 13.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $23.1M | 11.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $18.9M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $17.1M | 8.6% | |
| Fidelity 500 Index # | Common Collective Trusts | — | — | $17.1M | 8.6% | |
| William Blair Large Cap Growth # | Other securities | — | — | $16.6M | 8.4% | |
| T. Rowe Price New Horizons Fund # | Other securities | — | — | $12.6M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.3M | 4.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8.2M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.2M | 3.6% | |
| JP Morgan Equity Income R6 # | Other securities | — | — | $6.9M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.5% | |
| Met West Total Return Bond I # | Other securities | — | — | $4.6M | 2.3% | |
| American Funds Europacific Growth Fund R6 # | Mutual Funds | — | — | $4.1M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.9% | |
| T. Rowe Price Small Cap Value Fund # | Other securities | — | — | $3.5M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.6% | |
| Participant Loans * Participant loans Varying maturities and interest rates ranging from 4.25% to 9.50% # | Bonds / Notes | — | — | $2.7M | 1.4% | |
| JP Morgan Mid Cap Value R6 # | Other securities | — | — | $2.3M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Cohen & Steers Real Estate # | Other securities | — | — | $1.1M | 0.5% | |
| Fidelity Small Cap Growth # | Mutual Funds | — | — | $1.0M | 0.5% | |
| Fidelity US Bond Index # | Mutual Funds | — | — | $900K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $785K | 0.4% | |
| Fidelity Mid Cap Index # | Mutual Funds | — | — | $625K | 0.3% | |
| Fidelity Small Cap Value # | Mutual Funds | — | — | $624K | 0.3% | |
| Invesco Developing Markets # | Mutual Funds | — | — | $480K | 0.2% | |
| s * T. Rowe Price U.S. Treasury Money Fund # | Mutual Funds | — | — | $364K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $280K | 0.1% | |
| Fidelity Global Ex US Index # | Mutual Funds | — | — | $211K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $185K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
