Plan Snapshot
- Plan Sponsor: Fusion Family Wealth, LLC
- Sponsor EIN: 464069582
- Sponsor Address: 88 FROEHLICH FARM BLVD., WOODBURY, NY, 11797
- Plan Type: DB
- Plan Number: 003
- Total Participants: 5
- Total Assets: $651,413
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $651,413 | $110,000 | $0 |
| 2023 | 5 | $462,686 | $110,000 | $0 |
| 2022 | 5 | $316,531 | $110,000 | $0 |
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