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Original filing (PDF)20251007163720NAL0008303584001
ENSONO, LP
Form 5500
FILING_RECEIVED
THE ENSONO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,452
Accounts w/ balance
1,707
Plan assets (EOY)
$198.8M
Net assets (EOY)
$198.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENSONO, LP.
Plan sponsor
Name
ENSONO, LP
EIN
36-2992650
Address
3333 FINLEY ROAD · DOWNERS GROVE, IL · 60515
Phone
(630) 944-3933
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $116K | — |
| GRAYSTONE CONSULTING | — | BALTIMORE, MD | NONE | $80K | — |
Investments
17 direct securities · 14 pooled funds· $198.8M(100% of reported assets)
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.
Common Collective Trust
$123.1M
14 holdings
Uncategorized
$75.3M
16 holdings
Mutual Funds
$364K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 # | — | — | — | $17.1M | 8.6% | |
| William Blair Large Cap Growth # | — | — | — | $16.6M | 8.4% | |
| T. Rowe Price New Horizons Fund # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $4.6M | 2.3% | |
| American Funds Europacific Growth Fund R6 # | — | — | — | $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 # | — | — | — | $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% # | — | — | — | $2.7M | 1.4% | |
| JP Morgan Mid Cap Value R6 # | — | — | — | $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 # | — | — | — | $1.1M | 0.5% | |
| Fidelity Small Cap Growth # | — | — | — | $1.0M | 0.5% | |
| Fidelity US Bond Index # | — | — | — | $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 # | — | — | — | $625K | 0.3% | |
| Fidelity Small Cap Value # | — | — | — | $624K | 0.3% | |
| Invesco Developing Markets # | — | — | — | $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 # | — | — | — | $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% |
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