Plan Snapshot
- Plan Sponsor: Fusion Family Wealth, LLC
- Sponsor EIN: 464069582
- Sponsor Address: 88 FROEHLICH FARM BLVD., WOODBURY, NY, 11797
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 8 | $3.2M | $106,350 | $156,397 |
| 2023 | 10 | $2.5M | $101,683 | $149,600 |
| 2022 | 9 | $1.9M | $84,213 | $137,272 |