# Fusion Family Wealth, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fusion-family-wealth-llc-plan-001

> Fusion Family Wealth, LLC's 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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