How big is Ensconce Wealth Partners LLC's plan?

Ensconce Wealth Partners LLC's plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260414124619NAL0015876417001

Ensconce Wealth Partners LLC

Name: Ensconce Wealth Partners LLC — Ensconce Wealth, Form 5500 (2025)
Creator: Ensconce Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ensconce Wealth Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ensconce Wealth Partners LLC's Ensconce Wealth Partners LLC 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Brian Westcoat signed Ensconce Wealth Partners LLC's 2025 Form 5500 as plan administrator.

Brian Westcoat — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ensconce Wealth Partners LLC's EIN is 83-4249323.

EIN 83-4249323

Plan number 001

Plan year 2025

ACK ID 20260414124619NAL0015876417001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ensconce Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ensconce Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENSCONCE WEALTH PARTNERS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score