Plan Ledger DOL Form 5500 · updated monthly

Enfusion LTD. LLC401(k)

ENFUSION, LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.54%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Enfusion LTD. LLC reported $133,064 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,513 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.68% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,377th-largest of 3,702 plans among Illinois employers on file, and the 4,370th of 11,654 in professional & technical services. In 2024, employees put in $3.51 for every $1.00 the employer contributed; active participation has grown from 301 to 355 since 2022.

Plan summary
Net assets, end of year$28,162,175
Participants with balances418
Active participants355
Employer contributions$1,247,275
Employee contributions$4,378,018
Employer contribution per active participant$3,513
Average account balance$67,374
Benefits paid to participants$2,965,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 418 accts · $1.2M emplr
2023$21.5M · 381 accts · $1.0M emplr
2022$14.0M · 329 accts · $724K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,964
Investment management$42,100
Total administrative$133,064
The Enfusion LTD. LLC 401(k) match · 2024
Employer contribution per active participant$3,513
Median for plans this size$2,416
2024$3,513 per active participant
2023$3,186 per active participant
2022$2,407 per active participant

Enfusion LTD. LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$90,964
LAKE STREET FINANCIAL · Investment advisory (plan)$42,100
SIKICH LLP · Other servicesindirect comp
ALLIANCE PENSION CONSULTANTS LLC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$133,064 · 0.54%
2023$114,083 · 0.64%
2022$88,144 · 0.68%
Same employer
Similar plansProfessional & Technical Services · Illinois
Valdes Engineering Company IL$29.3M · 0.27%
Vista Consulting Group, LLC IL$29.2M · 0.00%
Mueller & Co., LLP IL$28.5M · 0.07%
Amount, Inc. IL$28.4M · 0.18%
Burwood Group, Inc. IL$28.0M · 0.29%
Gti International, Inc. IL$27.9M · 0.56%
Karmak, Inc. IL$27.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364207170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.