Jane Volland signed Ensembleiq's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ensembleiq's EIN is 81-1282261.
Download the official 2024 Form 5500 (PDF) for Ensembleiq from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ensembleiq's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | — | $5.7M | 31.0% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $1.9M | 10.4% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | — | $1.8M | 9.6% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $1.4M | 7.9% | |
| Principal Life Insurance Company General | Common Stocks | — | — | $1.4M | 7.8% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $1.4M | 7.5% | |
| Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $1.4M | 7.4% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $1.1M | 6.2% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $394K | 2.2% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | — | $239K | 1.3% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $231K | 1.3% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $185K | 1.0% | |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $179K | 1.0% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $172K | 0.9% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $166K | 0.9% | |
| T. Rowe T. Rowe Price Div MC Gr I Fd | Other securities | — | — | $106K | 0.6% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $90K | 0.5% | |
| Baird Core Baird Core Plus Bond I Fund | Other securities | — | — | $81K | 0.4% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $80K | 0.4% | |
| Participants Participant loans (interest rates of 4.25%-9.50%) | Bonds / Notes | — | — | $72K | 0.4% | |
| (E) | Other securities | — | — | $72K | 0.4% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $56K | 0.3% | |
| American Century American Centur Mid-Cap Val R6 | Other securities | — | — | $28K | 0.2% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $28K | 0.2% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $24K | 0.1% | |
| Fidelity Real Est Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| BlackRock High Yld Bond K Fund | Other securities | — | — | $12K | <0.1% | |
| (E) | Other securities | — | $6K | $8K | <0.1% | |
| Vanguard Group Vgd Infl-Prot Sec Adm Fund | Mutual Funds | — | — | $8K | <0.1% | |
| JP Morgan Funds JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | — | $7K | <0.1% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund ** 367 Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Franklin Utilities R6 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| WESTERN ASSET COR PL BD R1 FD GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
