Plan Snapshot
- Plan Sponsor: Ensemble Services, LLC
- Sponsor EIN: 811103382
- Sponsor Address: 3030 NORTH 3RD STREET, SUITE 525, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 185 | $9.6M | $323,913 | $978,872 |
| 2023 | 122 | $9.7M | $146,300 | $827,076 |
| 2022 | 67 | $7.5M | $137,398 | $731,385 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,859 | $31,859 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,778,262 | — | $45,371 | — | — |