# Enfusion, LLC 401(k) Plan
Source: https://planprovider.pro/companies/enfusion-ltd-llc-401k-plan

> Enfusion, LLC's 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/enfusion-ltd-llc-401k-plan)

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