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Original filing (PDF)20251015140813NAL0009638306001
ENFUSION, LLC
Form 5500
FILING_RECEIVED
ENFUSION, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
66% in single holdingNo recordkeeper disclosed
Active participants
355
Accounts w/ balance
418
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PRINCIPAL STABLE VALUE FUND (extraction pending)]" is 66% of plan.
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENFUSION, LLC.
Plan sponsor
Name
ENFUSION, LLC
EIN
36-4207170
Address
125 S. CLARK STREET, SUITE 750 · SUITE 750 · CHICAGO, IL · 60603
Phone
(917) 341-0609
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAKE STREET FINANCIAL | 82-3746736 | — | INVESTMENT ADVISORY | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $91K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLP | 36-3168081 | — | OTHER SERVICES | $0 | — |
| ALLIANCE PENSION CONSULTANTS LLC | 36-4389114 | — | OTHER SERVICES | $0 | — |
Investments
2 pooled funds· $258K(1% 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
$170K
1 holding
Pooled Separate Account
$88K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $170K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $88K | 0.3% |
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