# Fusion Employer Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fusion-employer-services-llc-401k-plan

> Fusion Employer Services, LLC&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Fusion Employer Services, LLC

- **Sponsor EIN:** 134337327

- **Sponsor Address:** 3131 PRINCETON PIKE, LAWRENCEVILLE, NJ, 08648

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|0|$0|$2.2M|$5.1M|

| 2023|2,130|$77.0M|$2.1M|$6.5M|

| 2022|1,888|$58.3M|$2.2M|$5.2M|

## 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|

| OMNI 360 WEALTH INC|INVESTMENT ADVISORY-PLAN|$450,490|—|$450,490|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$121,226|—|$121,226|

| COHNREZNICK ADVISORY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $571,716

### 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|$260,889|$219,863|—|—|—|

| 2023|$285,858|$225,245|—|—|—|

| 2022|$243,224|$197,786|—|—|$25,000|

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