Plan Snapshot
- Plan Sponsor: Enfusion, LLC
- Sponsor EIN: 364207170
- Sponsor Address: 125 S. CLARK STREET, SUITE 750, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 355 | $28.2M | $1.2M | $4.4M |
| 2023 | 326 | $21.5M | $1.0M | $3.9M |
| 2022 | 301 | $14.0M | $724,484 | $3.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $90,964 | — | $90,964 |
| LAKE STREET FINANCIAL | INVESTMENT ADVISORY | $42,100 | — | $42,100 |
| SIKICH LLP | OTHER SERVICES | — | $17,300 | $17,300 |
| ALLIANCE PENSION CONSULTANTS LLC | OTHER SERVICES | — | $12,108 | $12,108 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,472
- Estimated Expense Ratio: 0.577% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $133,064 | $42,100 | $90,964 | — | — |
| 2023 | $114,083 | — | — | — | — |
| 2022 | $88,144 | $38,544 | $49,600 | — | — |