# Fusion Family Wealth, LLC DB Plan
Source: https://planprovider.pro/companies/fusion-family-wealth-llc-plan-003

> Fusion Family Wealth, LLC's DB plan: 5 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:** DB

- **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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